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 | $18,675 | $71,050-73.7% | $93,606-80.0% | $80,856-76.9% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 16.40% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $427 | $1,564-72.7% | $2,420-82.3% | $2,755-84.5% |
| Participant deferral / active EE | $2,127 | $4,034-47.3% | $4,411-51.8% | $4,296-50.5% |
| Admin fee / account holder | $619 | $6,945-91.1% | $8,285-92.5% | $6,918-91.1% |