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 | $26,104 | $79,523-67.2% | $140,016-81.4% | $56,287-53.6% |
| Participation rate | 66.0% | 85.7%-19.7pp | 87.5%-21.5pp | 69.9%-3.8pp |
| Annual return | 12.07% | 2.39%+9.7pp | 651.12%-639.0pp | -9.96%+22.0pp |
| Employer contribution / active EE | $2,865 | $3,350-14.5% | $5,606-48.9% | $2,111+35.7% |
| Participant deferral / active EE | $5,062 | $5,129-1.3% | $6,927-26.9% | $3,350+51.1% |
| Admin fee / account holder | $641 | $614+4.3% | $10,705-94.0% | $521+23.0% |