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 | $14,219 | $112,096-87.3% | $95,952-85.2% | $158,922-91.1% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 24.88% | 171.09%-146.2pp | 91.61%-66.7pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,255 | $3,198-60.8% | $2,541-50.6% | $4,761-73.6% |
| Participant deferral / active EE | $2,850 | $4,784-40.4% | $4,167-31.6% | $5,982-52.4% |
| Admin fee / account holder | $774 | $10,130-92.4% | $6,795-88.6% | $11,246-93.1% |