See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,535 | $112,881-84.5% | $90,951-80.7% | $158,922-89.0% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 38.50% | 215.79%-177.3pp | 134.60%-96.1pp | 302.83%-264.3pp |
| Employer contribution / active EE | $1,189 | $2,893-58.9% | $2,122-43.9% | $4,761-75.0% |
| Participant deferral / active EE | $6,049 | $4,128+46.6% | $3,373+79.3% | $5,982+1.1% |
| Admin fee / account holder | $676 | $8,041-91.6% | $5,959-88.7% | $11,246-94.0% |