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 | $15,430 | $118,680-87.0% | $98,907-84.4% | $158,922-90.3% |
| Participation rate | 41.2% | 77.8%-36.6pp | 76.0%-34.8pp | 82.0%-40.8pp |
| Annual return | 10.62% | 372.35%-361.7pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $956 | $3,333-71.3% | $2,689-64.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,895 | $5,088-62.8% | $4,244-55.4% | $5,982-68.3% |
| Admin fee / account holder | $8,426 | $10,131-16.8% | $6,642+26.9% | $11,246-25.1% |