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 | $6,246 | $37,426-83.3% | $77,482-91.9% | $79,858-92.2% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.6%-9.6pp |
| Annual return | 33.24% | 39.70%-6.5pp | 54.79%-21.5pp | 31.71%+1.5pp |
| Employer contribution / active EE | $777 | $637+22.0% | $986-21.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,025 | $1,260-18.6% | $1,861-44.9% | $3,740-72.6% |
| Admin fee / account holder | $577 | $2,504-76.9% | $2,858-79.8% | $5,306-89.1% |