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 4-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 | $6,984 | $46,553-85.0% | $64,056-89.1% | $75,163-90.7% |
| Participation rate | 54.4% | 65.9%-11.6pp | 72.3%-17.9pp | 67.2%-12.8pp |
| Annual return | 30.62% | 26.03%+4.6pp | 33.69%-3.1pp | 160.62%-130.0pp |
| Employer contribution / active EE | $856 | $1,974-56.7% | $2,747-68.9% | $2,670-68.0% |
| Participant deferral / active EE | $1,425 | $2,837-49.8% | $3,880-63.3% | $4,125-65.5% |
| Admin fee / account holder | $340 | $2,952-88.5% | $3,068-88.9% | $5,651-94.0% |