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 | $11,013 | $65,365-83.2% | $92,893-88.1% | $72,985-84.9% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 34.58% | 42.10%-7.5pp | 109.41%-74.8pp | 81.00%-46.4pp |
| Employer contribution / active EE | $1,079 | $2,594-58.4% | $3,653-70.5% | $2,440-55.8% |
| Participant deferral / active EE | $2,001 | $3,128-36.0% | $4,236-52.8% | $3,607-44.5% |
| Admin fee / account holder | $377 | $4,251-91.1% | $5,794-93.5% | $5,124-92.7% |