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 8-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 | $8,439 | $42,383-80.1% | $76,523-89.0% | $64,186-86.9% |
| Participation rate | 26.6% | 58.1%-31.6pp | 68.0%-41.4pp | 69.6%-43.0pp |
| Annual return | 3.35% | -16.54%+19.9pp | -0.27%+3.6pp | 7.63%-4.3pp |
| Employer contribution / active EE | $958 | $1,563-38.7% | $2,647-63.8% | $2,381-59.8% |
| Participant deferral / active EE | $1,089 | $2,566-57.6% | $3,835-71.6% | $3,470-68.6% |
| Admin fee / account holder | $352 | $3,198-89.0% | $4,848-92.7% | $4,888-92.8% |