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 7-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 | $13,911 | $78,672-82.3% | $109,143-87.3% | $85,850-83.8% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 17.39% | 25.09%-7.7pp | 25.75%-8.4pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,530 | $3,467-27.0% | $4,653-45.6% | $3,952-36.0% |
| Admin fee / account holder | $734 | $5,469-86.6% | $6,752-89.1% | $6,260-88.3% |