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 9-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 | $13,620 | $57,828-76.4% | $117,039-88.4% | $70,131-80.6% |
| Participation rate | 40.6% | 67.1%-26.5pp | 77.2%-36.6pp | 69.5%-28.9pp |
| Annual return | 393.98% | 17.55%+376.4pp | 18.95%+375.0pp | 73.14%+320.8pp |
| Employer contribution / active EE | $681 | $1,816-62.5% | $3,785-82.0% | $2,342-70.9% |
| Participant deferral / active EE | $2,295 | $2,438-5.8% | $3,929-41.6% | $3,332-31.1% |
| Admin fee / account holder | $9,255 | $3,548+160.8% | $5,974+54.9% | $4,645+99.2% |