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 | $17,674 | $89,753-80.3% | $107,525-83.6% | $84,808-79.2% |
| Participation rate | 37.4% | 68.1%-30.7pp | 75.1%-37.7pp | 68.3%-30.9pp |
| Annual return | 21.24% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,871 | $4,056-53.9% | $5,116-63.4% | $4,212-55.6% |
| Admin fee / account holder | $926 | $7,222-87.2% | $8,919-89.6% | $7,344-87.4% |