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 9-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 | $21,725 | $78,705-72.4% | $117,854-81.6% | $70,131-69.0% |
| Participation rate | 54.8% | 73.2%-18.4pp | 79.7%-24.8pp | 69.5%-14.7pp |
| Annual return | 17.71% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,647 | $3,297-19.7% | $4,482-40.9% | $3,332-20.6% |
| Admin fee / account holder | $571 | $5,065-88.7% | $8,020-92.9% | $4,645-87.7% |