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 | $13,726 | $52,681-73.9% | $75,781-81.9% | $59,632-77.0% |
| Participation rate | 67.5% | 67.2%+0.3pp | 75.8%-8.3pp | 68.7%-1.1pp |
| Annual return | -2.51% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $849 | $2,193-61.3% | $3,323-74.4% | $2,203-61.4% |
| Participant deferral / active EE | $1,423 | $2,591-45.1% | $3,651-61.0% | $3,192-55.4% |
| Admin fee / account holder | $478 | $3,610-86.8% | $5,299-91.0% | $4,297-88.9% |