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 | $7,530 | $93,071-91.9% | $74,583-89.9% | $273,961-97.3% |
| Participation rate | 18.8% | 74.9%-56.2pp | 68.1%-49.4pp | 83.0%-64.3pp |
| Annual return | 10.99% | 26.18%-15.2pp | 20.47%-9.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $175 | $3,160-94.5% | $2,525-93.1% | $4,869-96.4% |
| Participant deferral / active EE | $1,154 | $4,160-72.3% | $3,458-66.6% | $5,287-78.2% |
| Admin fee / account holder | $629 | $5,272-88.1% | $4,138-84.8% | $10,132-93.8% |