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 | $11,891 | $81,208-85.4% | $98,907-88.0% | $79,858-85.1% |
| Participation rate | 46.3% | 72.5%-26.3pp | 76.0%-29.8pp | 69.6%-23.4pp |
| Annual return | 36.17% | 60.99%-24.8pp | 196.43%-160.3pp | 31.71%+4.5pp |
| Employer contribution / active EE | $523 | $1,960-73.3% | $2,689-80.5% | $2,471-78.8% |
| Participant deferral / active EE | $2,215 | $3,265-32.2% | $4,244-47.8% | $3,740-40.8% |
| Admin fee / account holder | $489 | $6,013-91.9% | $6,642-92.6% | $5,306-90.8% |