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 8-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 | $13,283 | $65,395-79.7% | $182,532-92.7% | $72,985-81.8% |
| Participation rate | 34.1% | 65.4%-31.4pp | 78.0%-43.9pp | 69.5%-35.4pp |
| Annual return | 44.82% | 27.68%+17.1pp | 148.54%-103.7pp | 81.00%-36.2pp |
| Employer contribution / active EE | $939 | $1,911-50.9% | $4,076-77.0% | $2,440-61.5% |
| Participant deferral / active EE | $1,317 | $3,563-63.0% | $5,524-76.2% | $3,607-63.5% |
| Admin fee / account holder | $559 | $4,245-86.8% | $8,592-93.5% | $5,124-89.1% |