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 | $19,171 | $81,208-76.4% | $98,907-80.6% | $79,858-76.0% |
| Participation rate | 55.2% | 72.5%-17.3pp | 76.0%-20.8pp | 69.6%-14.4pp |
| Annual return | 18.56% | 60.99%-42.4pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,068 | $1,960-45.5% | $2,689-60.3% | $2,471-56.8% |
| Participant deferral / active EE | $1,612 | $3,265-50.6% | $4,244-62.0% | $3,740-56.9% |
| Admin fee / account holder | $1,783 | $6,013-70.3% | $6,642-73.2% | $5,306-66.4% |