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 | $14,013 | $149,734-90.6% | $118,925-88.2% | $158,922-91.2% |
| Participation rate | 68.8% | 82.1%-13.3pp | 75.4%-6.6pp | 82.0%-13.2pp |
| Annual return | 15.60% | 19.95%-4.3pp | 35.88%-20.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,089 | $4,115-73.5% | $3,263-66.6% | $4,761-77.1% |
| Participant deferral / active EE | $1,565 | $5,223-70.0% | $4,265-63.3% | $5,982-73.8% |
| Admin fee / account holder | $2,479 | $8,603-71.2% | $6,581-62.3% | $11,246-78.0% |