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 7-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 | $17,423 | $112,096-84.5% | $95,952-81.8% | $158,922-89.0% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 28.66% | 171.09%-142.4pp | 91.61%-63.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,609 | $3,198-49.7% | $2,541-36.7% | $4,761-66.2% |
| Participant deferral / active EE | $2,227 | $4,784-53.5% | $4,167-46.6% | $5,982-62.8% |
| Admin fee / account holder | $672 | $10,130-93.4% | $6,795-90.1% | $11,246-94.0% |