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 | $23,411 | $59,417-60.6% | $93,606-75.0% | $74,495-68.6% |
| Participation rate | 62.7% | 59.7%+3.0pp | 68.7%-6.0pp | 67.2%-4.5pp |
| Annual return | 10.85% | 81.83%-71.0pp | 133.20%-122.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,125 | $3,050-30.3% | $4,411-51.8% | $4,346-51.1% |
| Admin fee / account holder | $2,900 | $3,021-4.0% | $8,285-65.0% | $1,942+49.4% |