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 | $11,206 | $52,953-78.8% | $172,739-93.5% | $65,185-82.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 82.6%-34.0pp | 70.2%-21.5pp |
| Annual return | 22.37% | 30.12%-7.7pp | 802.84%-780.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $711 | $2,190-67.5% | $5,143-86.2% | $2,177-67.3% |
| Participant deferral / active EE | $1,290 | $2,471-47.8% | $5,198-75.2% | $3,514-63.3% |
| Admin fee / account holder | $918 | $472+94.6% | $13,954-93.4% | $847+8.4% |