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 | $7,812 | $118,919-93.4% | $88,538-91.2% | $152,861-94.9% |
| Participation rate | 57.1% | 73.4%-16.2pp | 68.7%-11.6pp | 82.4%-25.3pp |
| Annual return | 21.01% | 47.92%-26.9pp | 43.64%-22.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,773 | $3,549-50.0% | $2,914-39.1% | $5,850-69.7% |
| Admin fee / account holder | $7,987 | $5,876+35.9% | $4,310+85.3% | $11,596-31.1% |