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 | $11,578 | $59,839-80.7% | $81,983-85.9% | $79,858-85.5% |
| Participation rate | 31.8% | 61.6%-29.8pp | 69.2%-37.4pp | 69.6%-37.8pp |
| Annual return | 36.83% | 17.56%+19.3pp | 41.31%-4.5pp | 31.71%+5.1pp |
| Employer contribution / active EE | $737 | $1,713-57.0% | $2,498-70.5% | $2,471-70.2% |
| Participant deferral / active EE | $1,580 | $2,695-41.4% | $3,722-57.6% | $3,740-57.8% |
| Admin fee / account holder | $573 | $4,287-86.6% | $5,664-89.9% | $5,306-89.2% |