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 | $17,532 | $53,165-67.0% | $86,188-79.7% | $74,419-76.4% |
| Participation rate | 27.0% | 64.9%-37.8pp | 69.0%-41.9pp | 70.7%-43.7pp |
| Annual return | 18.60% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,899 | $3,234-41.3% | $3,985-52.4% | $4,528-58.1% |
| Admin fee / account holder | $782 | $551+41.8% | $6,852-88.6% | $348+124.8% |