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 | $10,926 | $59,101-81.5% | $77,163-85.8% | $75,163-85.5% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.6%-14.0pp | 67.2%-11.6pp |
| Annual return | 13.66% | 26.71%-13.0pp | 37.87%-24.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $789 | $1,995-60.4% | $2,535-68.9% | $2,670-70.4% |
| Participant deferral / active EE | $2,333 | $2,999-22.2% | $3,833-39.2% | $4,125-43.5% |
| Admin fee / account holder | $6,201 | $4,774+29.9% | $5,472+13.3% | $5,651+9.7% |