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 | $12,856 | $63,764-79.8% | $81,930-84.3% | $79,858-83.9% |
| Participation rate | 46.4% | 67.5%-21.1pp | 72.0%-25.6pp | 69.6%-23.2pp |
| Annual return | 22.30% | 22.66%-0.4pp | 29.49%-7.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,078 | $1,795-39.9% | $4,310-75.0% | $2,471-56.4% |
| Participant deferral / active EE | $1,748 | $2,780-37.1% | $7,107-75.4% | $3,740-53.3% |
| Admin fee / account holder | $393 | $4,426-91.1% | $5,158-92.4% | $5,306-92.6% |