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 6-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 | $19,939 | $66,098-69.8% | $101,794-80.4% | $74,304-73.2% |
| Participation rate | 46.6% | 53.8%-7.1pp | 69.2%-22.6pp | 60.3%-13.7pp |
| Annual return | 14.58% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $325 | $1,082-70.0% | $2,289-85.8% | $2,241-85.5% |
| Participant deferral / active EE | $1,167 | $2,781-58.1% | $4,084-71.4% | $3,767-69.0% |
| Admin fee / account holder | $2,152 | $4,146-48.1% | $8,777-75.5% | $2,969-27.5% |