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 | $13,848 | $91,190-84.8% | $178,490-92.2% | $79,858-82.7% |
| Participation rate | 52.2% | 69.2%-17.0pp | 81.9%-29.7pp | 69.6%-17.5pp |
| Annual return | 31.97% | 24.19%+7.8pp | 151.07%-119.1pp | 31.71%+0.3pp |
| Employer contribution / active EE | $669 | $3,256-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $2,159 | $3,236-33.3% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $411 | $6,751-93.9% | $13,984-97.1% | $5,306-92.3% |