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 | $22,556 | $72,994-69.1% | $120,354-81.3% | $77,643-70.9% |
| Participation rate | 36.3% | 55.2%-18.9pp | 71.9%-35.6pp | 70.6%-34.2pp |
| Annual return | 14.51% | 18.23%-3.7pp | 107.15%-92.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $787 | $1,793-56.1% | $3,463-77.3% | $2,726-71.1% |
| Participant deferral / active EE | $1,121 | $3,011-62.8% | $4,991-77.5% | $4,647-75.9% |
| Admin fee / account holder | $828 | $658+25.8% | $9,423-91.2% | $430+92.4% |