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 9-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 | $5,245 | $46,869-88.8% | $122,332-95.7% | $70,131-92.5% |
| Participation rate | 61.4% | 58.2%+3.2pp | 71.6%-10.3pp | 69.5%-8.2pp |
| Annual return | 36.33% | 24.22%+12.1pp | 30.27%+6.1pp | 73.14%-36.8pp |
| Employer contribution / active EE | $765 | $1,288-40.6% | $4,050-81.1% | $2,342-67.4% |
| Participant deferral / active EE | $1,640 | $2,166-24.3% | $3,287-50.1% | $3,332-50.8% |
| Admin fee / account holder | $494 | $3,322-85.1% | $5,478-91.0% | $4,645-89.4% |