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 | $6,498 | $62,586-89.6% | $76,768-91.5% | $64,186-89.9% |
| Participation rate | 68.1% | 72.8%-4.7pp | 77.0%-8.8pp | 69.6%-1.5pp |
| Annual return | 6.64% | -1.95%+8.6pp | 2.43%+4.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $710 | $1,832-61.2% | $2,485-71.4% | $2,381-70.2% |
| Participant deferral / active EE | $1,759 | $3,145-44.1% | $3,852-54.3% | $3,470-49.3% |
| Admin fee / account holder | $1,540 | $4,667-67.0% | $6,675-76.9% | $4,888-68.5% |