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 | $14,717 | $76,367-80.7% | $93,606-84.3% | $72,985-79.8% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.7pp | 69.5%-7.4pp |
| Annual return | 95.09% | 25.82%+69.3pp | 32.76%+62.3pp | 81.00%+14.1pp |
| Employer contribution / active EE | $1,235 | $2,275-45.7% | $2,718-54.5% | $2,440-49.4% |
| Participant deferral / active EE | $2,124 | $3,538-40.0% | $4,069-47.8% | $3,607-41.1% |
| Admin fee / account holder | $330 | $6,838-95.2% | $7,888-95.8% | $5,124-93.6% |