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 | $22,234 | $73,102-69.6% | $123,544-82.0% | $56,287-60.5% |
| Participation rate | 56.4% | 74.3%-17.9pp | 82.3%-25.9pp | 69.9%-13.4pp |
| Annual return | 36.66% | 3.01%+33.7pp | 119.20%-82.5pp | -9.96%+46.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,966 | $5,423+10.0% | $6,426-7.2% | $3,350+78.1% |
| Admin fee / account holder | $708 | $554+27.8% | $9,284-92.4% | $521+35.8% |