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 6-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 | $13,086 | $65,561-80.0% | $86,188-84.8% | $75,163-82.6% |
| Participation rate | 44.6% | 60.5%-15.8pp | 69.0%-24.3pp | 67.2%-22.5pp |
| Annual return | 13.32% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,418 | $1,553-8.7% | $2,380-40.4% | $2,670-46.9% |
| Participant deferral / active EE | $1,937 | $3,024-35.9% | $3,985-51.4% | $4,125-53.0% |
| Admin fee / account holder | $9,939 | $5,474+81.6% | $6,852+45.1% | $5,651+75.9% |