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 | $14,841 | $79,944-81.4% | $98,439-84.9% | $75,163-80.3% |
| Participation rate | 60.6% | 70.4%-9.8pp | 75.2%-14.6pp | 67.2%-6.6pp |
| Annual return | 22.68% | 19.75%+2.9pp | 21.16%+1.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $657 | $2,264-71.0% | $3,048-78.4% | $2,670-75.4% |
| Participant deferral / active EE | $2,969 | $3,752-20.9% | $4,738-37.3% | $4,125-28.0% |
| Admin fee / account holder | $441 | $6,840-93.6% | $8,948-95.1% | $5,651-92.2% |