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 9-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 | $6,292 | $99,341-93.7% | $84,750-92.6% | $273,961-97.7% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 5.34% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,119 | $4,214-73.4% | $3,574-68.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,275 | $4,269-70.1% | $3,712-65.7% | $5,287-75.9% |
| Admin fee / account holder | $1,365 | $6,644-79.5% | $5,332-74.4% | $10,132-86.5% |