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 | $8,607 | $91,190-90.6% | $178,490-95.2% | $79,858-89.2% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.9pp | 69.6%-16.6pp |
| Annual return | 15.97% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $641 | $3,256-80.3% | $5,011-87.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,911 | $3,236-40.9% | $5,202-63.3% | $3,740-48.9% |
| Admin fee / account holder | $940 | $6,751-86.1% | $13,984-93.3% | $5,306-82.3% |