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 6-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 | $18,695 | $78,672-76.2% | $109,143-82.9% | $85,850-78.2% |
| Participation rate | 54.3% | 68.3%-13.9pp | 75.9%-21.5pp | 69.3%-15.0pp |
| Annual return | 14.19% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $695 | $2,735-74.6% | $3,722-81.3% | $2,565-72.9% |
| Participant deferral / active EE | $1,737 | $3,467-49.9% | $4,653-62.7% | $3,952-56.0% |
| Admin fee / account holder | $488 | $5,469-91.1% | $6,752-92.8% | $6,260-92.2% |