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 6-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 | $9,003 | $86,929-89.6% | $102,423-91.2% | $80,856-88.9% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.6%-1.7pp |
| Annual return | 20.41% | 18.88%+1.5pp | 29.32%-8.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,907 | $2,369-19.5% | $3,023-36.9% | $2,755-30.8% |
| Participant deferral / active EE | $2,861 | $4,118-30.5% | $5,053-43.4% | $4,296-33.4% |
| Admin fee / account holder | $469 | $8,049-94.2% | $9,451-95.0% | $6,918-93.2% |