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 7-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 | $6,658 | $59,839-88.9% | $81,983-91.9% | $79,858-91.7% |
| Participation rate | 56.8% | 61.6%-4.8pp | 69.2%-12.4pp | 69.6%-12.8pp |
| Annual return | 14.75% | 17.56%-2.8pp | 41.31%-26.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $942 | $1,713-45.0% | $2,498-62.3% | $2,471-61.9% |
| Participant deferral / active EE | $1,433 | $2,695-46.8% | $3,722-61.5% | $3,740-61.7% |
| Admin fee / account holder | $672 | $4,287-84.3% | $5,664-88.1% | $5,306-87.3% |