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 | $12,408 | $59,839-79.3% | $81,983-84.9% | $79,858-84.5% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.2%-2.6pp | 69.6%-3.0pp |
| Annual return | 26.24% | 17.56%+8.7pp | 41.31%-15.1pp | 31.71%-5.5pp |
| Employer contribution / active EE | $705 | $1,713-58.9% | $2,498-71.8% | $2,471-71.5% |
| Participant deferral / active EE | $2,406 | $2,695-10.7% | $3,722-35.3% | $3,740-35.7% |
| Admin fee / account holder | $423 | $4,287-90.1% | $5,664-92.5% | $5,306-92.0% |