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 8-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 | $13,028 | $55,706-76.6% | $75,886-82.8% | $72,985-82.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 25.80% | 27.59%-1.8pp | 30.76%-5.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,184 | $1,687-29.8% | $2,500-52.7% | $2,440-51.5% |
| Participant deferral / active EE | $1,964 | $2,634-25.4% | $3,603-45.5% | $3,607-45.6% |
| Admin fee / account holder | $934 | $3,978-76.5% | $5,418-82.8% | $5,124-81.8% |