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 7-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 | $7,667 | $86,929-91.2% | $102,423-92.5% | $80,856-90.5% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 12.42% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,264 | $2,369-46.6% | $3,023-58.2% | $2,755-54.1% |
| Participant deferral / active EE | $2,165 | $4,118-47.4% | $5,053-57.2% | $4,296-49.6% |
| Admin fee / account holder | $445 | $8,049-94.5% | $9,451-95.3% | $6,918-93.6% |