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 | $7,802 | $94,625-91.8% | $116,228-93.3% | $84,808-90.8% |
| Participation rate | 41.9% | 70.4%-28.6pp | 74.6%-32.7pp | 68.3%-26.5pp |
| Annual return | 12.40% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $819 | $2,347-65.1% | $2,994-72.6% | $2,631-68.9% |
| Participant deferral / active EE | $2,281 | $3,972-42.6% | $4,953-54.0% | $4,212-45.8% |
| Admin fee / account holder | $25,035 | $10,091+148.1% | $11,989+108.8% | $7,344+240.9% |