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 | $11,000 | $58,523-81.2% | $99,443-88.9% | $72,985-84.9% |
| Participation rate | 51.3% | 64.6%-13.3pp | 73.8%-22.6pp | 69.5%-18.2pp |
| Annual return | 24.12% | 28.51%-4.4pp | 30.72%-6.6pp | 81.00%-56.9pp |
| Employer contribution / active EE | $825 | $1,512-45.5% | $2,540-67.5% | $2,440-66.2% |
| Participant deferral / active EE | $1,755 | $2,606-32.7% | $3,619-51.5% | $3,607-51.4% |
| Admin fee / account holder | $554 | $4,102-86.5% | $6,250-91.1% | $5,124-89.2% |