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 8-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 | $14,617 | $72,277-79.8% | $101,248-85.6% | $79,858-81.7% |
| Participation rate | 48.7% | 68.5%-19.7pp | 75.8%-27.1pp | 69.6%-20.9pp |
| Annual return | 18.97% | 22.30%-3.3pp | 46.47%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $832 | $2,692-69.1% | $3,660-77.3% | $2,471-66.3% |
| Participant deferral / active EE | $2,134 | $3,282-35.0% | $4,370-51.2% | $3,740-42.9% |
| Admin fee / account holder | $497 | $4,400-88.7% | $5,945-91.6% | $5,306-90.6% |