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 7-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 | $9,760 | $91,190-89.3% | $178,490-94.5% | $79,858-87.8% |
| Participation rate | 41.0% | 69.2%-28.2pp | 81.9%-40.9pp | 69.6%-28.6pp |
| Annual return | 19.96% | 24.19%-4.2pp | 151.07%-131.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $388 | $3,256-88.1% | $5,011-92.3% | $2,471-84.3% |
| Participant deferral / active EE | $1,254 | $3,236-61.2% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $779 | $6,751-88.5% | $13,984-94.4% | $5,306-85.3% |