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 | $4,785 | $58,512-91.8% | $84,015-94.3% | $72,985-93.4% |
| Participation rate | 48.9% | 61.2%-12.3pp | 69.0%-20.1pp | 69.5%-20.6pp |
| Annual return | 20.80% | 28.93%-8.1pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $279 | $1,163-76.0% | $1,983-85.9% | $2,440-88.6% |
| Participant deferral / active EE | $1,146 | $2,394-52.1% | $3,239-64.6% | $3,607-68.2% |
| Admin fee / account holder | $998 | $4,569-78.2% | $6,101-83.6% | $5,124-80.5% |