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 | $7,972 | $104,251-92.4% | $91,001-91.2% | $147,584-94.6% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 26.63% | 27.06%-0.4pp | 4.60%+22.0pp | 578.55%-551.9pp |
| Employer contribution / active EE | $1,100 | $3,116-64.7% | $2,456-55.2% | $4,876-77.4% |
| Participant deferral / active EE | $1,742 | $4,195-58.5% | $3,547-50.9% | $5,439-68.0% |
| Admin fee / account holder | $963 | $8,948-89.2% | $5,417-82.2% | $10,885-91.2% |