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 | $34,023 | $88,083-61.4% | $164,813-79.4% | $74,495-54.3% |
| Participation rate | 45.2% | 73.0%-27.8pp | 78.6%-33.4pp | 67.2%-22.0pp |
| Annual return | 12.32% | 17.26%-4.9pp | 69.93%-57.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,742 | $2,593-32.8% | $4,341-59.9% | $2,623-33.6% |
| Participant deferral / active EE | $3,286 | $4,498-26.9% | $6,031-45.5% | $4,346-24.4% |
| Admin fee / account holder | $4,304 | $2,234+92.7% | $12,690-66.1% | $1,942+121.7% |