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 | $10,789 | $91,190-88.2% | $178,490-94.0% | $79,858-86.5% |
| Participation rate | 43.3% | 69.2%-25.9pp | 81.9%-38.6pp | 69.6%-26.3pp |
| Annual return | 23.45% | 24.19%-0.7pp | 151.07%-127.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $429 | $3,256-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $970 | $3,236-70.0% | $5,202-81.3% | $3,740-74.1% |
| Admin fee / account holder | $642 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |