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 4-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 | $7,442 | $51,045-85.4% | $70,515-89.4% | $71,457-89.6% |
| Participation rate | 34.2% | 59.4%-25.2pp | 68.3%-34.1pp | 67.9%-33.7pp |
| Annual return | 70.99% | 42.63%+28.4pp | 32.77%+38.2pp | 28.85%+42.1pp |
| Employer contribution / active EE | $586 | $1,790-67.3% | $2,973-80.3% | $2,588-77.4% |
| Participant deferral / active EE | $1,370 | $3,026-54.7% | $4,567-70.0% | $4,289-68.0% |
| Admin fee / account holder | $798 | $1,994-60.0% | $6,412-87.6% | $1,587-49.7% |