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 | $17,632 | $72,277-75.6% | $101,248-82.6% | $79,858-77.9% |
| Participation rate | 57.9% | 68.5%-10.6pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | 36.61% | 22.30%+14.3pp | 46.47%-9.9pp | 31.71%+4.9pp |
| Employer contribution / active EE | $792 | $2,692-70.6% | $3,660-78.4% | $2,471-68.0% |
| Participant deferral / active EE | $2,400 | $3,282-26.9% | $4,370-45.1% | $3,740-35.8% |
| Admin fee / account holder | $913 | $4,400-79.2% | $5,945-84.6% | $5,306-82.8% |