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 | $8,942 | $52,279-82.9% | $89,391-90.0% | $79,858-88.8% |
| Participation rate | 34.6% | 57.5%-22.9pp | 68.0%-33.4pp | 69.6%-35.0pp |
| Annual return | 73.26% | 22.16%+51.1pp | 245.62%-172.4pp | 31.71%+41.5pp |
| Employer contribution / active EE | $939 | $1,572-40.3% | $2,586-63.7% | $2,471-62.0% |
| Participant deferral / active EE | $1,851 | $2,740-32.4% | $3,890-52.4% | $3,740-50.5% |
| Admin fee / account holder | $483 | $3,356-85.6% | $4,881-90.1% | $5,306-90.9% |