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 5-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 | $16,390 | $78,672-79.2% | $109,143-85.0% | $85,850-80.9% |
| Participation rate | 18.6% | 68.3%-49.6pp | 75.9%-57.2pp | 69.3%-50.7pp |
| Annual return | 218.77% | 25.09%+193.7pp | 25.75%+193.0pp | 318.53%-99.8pp |
| Employer contribution / active EE | $727 | $2,735-73.4% | $3,722-80.5% | $2,565-71.7% |
| Participant deferral / active EE | $1,687 | $3,467-51.3% | $4,653-63.7% | $3,952-57.3% |
| Admin fee / account holder | $1,438 | $5,469-73.7% | $6,752-78.7% | $6,260-77.0% |