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 | $6,330 | $57,354-89.0% | $83,848-92.5% | $64,186-90.1% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | 13.03% | 11.38%+1.7pp | 850.88%-837.8pp | 7.63%+5.4pp |
| Employer contribution / active EE | $761 | $2,545-70.1% | $3,631-79.0% | $2,381-68.0% |
| Participant deferral / active EE | $2,190 | $2,993-26.8% | $4,082-46.4% | $3,470-36.9% |
| Admin fee / account holder | $848 | $4,046-79.0% | $5,478-84.5% | $4,888-82.6% |