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 | $16,875 | $54,701-69.2% | $86,188-80.4% | $71,457-76.4% |
| Participation rate | 45.9% | 60.1%-14.2pp | 69.0%-23.1pp | 67.9%-22.0pp |
| Annual return | 30.68% | 20.06%+10.6pp | 1168.45%-1137.8pp | 28.85%+1.8pp |
| Employer contribution / active EE | $1,324 | $1,265+4.6% | $2,380-44.4% | $2,588-48.8% |
| Participant deferral / active EE | $2,070 | $3,108-33.4% | $3,985-48.1% | $4,289-51.7% |
| Admin fee / account holder | $1,746 | $1,922-9.1% | $6,852-74.5% | $1,587+10.0% |