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 9-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 | $9,102 | $48,570-81.3% | $130,648-93.0% | $72,985-87.5% |
| Participation rate | 32.0% | 58.6%-26.6pp | 71.7%-39.7pp | 69.5%-37.5pp |
| Annual return | 31.56% | 38.63%-7.1pp | 1708.96%-1677.4pp | 81.00%-49.4pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,365 | $2,384-42.7% | $3,603-62.1% | $3,607-62.2% |
| Admin fee / account holder | $330 | $3,549-90.7% | $5,464-94.0% | $5,124-93.6% |