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 | $15,429 | $78,422-80.3% | $95,952-83.9% | $79,858-80.7% |
| Participation rate | 31.6% | 73.5%-41.9pp | 77.1%-45.5pp | 69.6%-38.1pp |
| Annual return | 12.51% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,698 | $3,440-50.6% | $4,167-59.3% | $3,740-54.6% |
| Admin fee / account holder | $3,532 | $5,622-37.2% | $6,795-48.0% | $5,306-33.4% |