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 | $15,212 | $124,281-87.8% | $109,143-86.1% | $167,490-90.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,593 | $4,207-62.1% | $3,722-57.2% | $4,837-67.1% |
| Participant deferral / active EE | $2,938 | $5,255-44.1% | $4,653-36.9% | $6,341-53.7% |
| Admin fee / account holder | $4,437 | $7,970-44.3% | $6,752-34.3% | $12,309-64.0% |