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 | $8,862 | $56,897-84.4% | $84,750-89.5% | $62,891-85.9% |
| Participation rate | 62.1% | 68.5%-6.4pp | 76.6%-14.5pp | 69.3%-7.2pp |
| Annual return | 8.43% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,337 | $2,400-44.3% | $3,574-62.6% | $2,281-41.4% |
| Participant deferral / active EE | $2,018 | $2,709-25.5% | $3,712-45.6% | $3,203-37.0% |
| Admin fee / account holder | $2,385 | $3,581-33.4% | $5,332-55.3% | $4,296-44.5% |