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 6-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 | $17,559 | $124,319-85.9% | $111,297-84.2% | $167,490-89.5% |
| Participation rate | 40.9% | 79.6%-38.7pp | 77.3%-36.4pp | 82.1%-41.2pp |
| Annual return | 17.63% | 37.44%-19.8pp | 54.65%-37.0pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,301 | $3,435-62.1% | $2,731-52.3% | $4,837-73.1% |
| Participant deferral / active EE | $2,667 | $5,180-48.5% | $4,487-40.6% | $6,341-57.9% |
| Admin fee / account holder | $1,126 | $10,618-89.4% | $7,964-85.9% | $12,309-90.9% |