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 | $8,481 | $55,706-84.8% | $75,886-88.8% | $72,985-88.4% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 23.75% | 27.59%-3.8pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $853 | $1,687-49.4% | $2,500-65.9% | $2,440-65.0% |
| Participant deferral / active EE | $1,213 | $2,634-54.0% | $3,603-66.3% | $3,607-66.4% |
| Admin fee / account holder | $815 | $3,978-79.5% | $5,418-85.0% | $5,124-84.1% |