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 | $16,787 | $58,512-71.3% | $84,015-80.0% | $72,985-77.0% |
| Participation rate | 51.4% | 61.2%-9.9pp | 69.0%-17.7pp | 69.5%-18.1pp |
| Annual return | 145.84% | 28.93%+116.9pp | 71.31%+74.5pp | 81.00%+64.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,587 | $2,394-33.7% | $3,239-51.0% | $3,607-56.0% |
| Admin fee / account holder | $788 | $4,569-82.7% | $6,101-87.1% | $5,124-84.6% |