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 | $15,275 | $60,349-74.7% | $74,183-79.4% | $62,891-75.7% |
| Participation rate | 40.0% | 72.7%-32.7pp | 76.6%-36.6pp | 69.3%-29.3pp |
| Annual return | 16.55% | 21.37%-4.8pp | 17.74%-1.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $710 | $1,680-57.8% | $2,370-70.1% | $2,281-68.9% |
| Participant deferral / active EE | $1,431 | $2,856-49.9% | $3,550-59.7% | $3,203-55.3% |
| Admin fee / account holder | $600 | $4,261-85.9% | $5,586-89.3% | $4,296-86.0% |