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 | $2,502 | $35,183-92.9% | $73,545-96.6% | $70,131-96.4% |
| Participation rate | 46.2% | 42.9%+3.2pp | 54.9%-8.8pp | 69.5%-23.4pp |
| Annual return | 23.38% | 26.90%-3.5pp | -15.16%+38.5pp | 73.14%-49.8pp |
| Employer contribution / active EE | $221 | $709-68.9% | $1,219-81.9% | $2,342-90.6% |
| Participant deferral / active EE | $546 | $1,220-55.2% | $1,806-69.8% | $3,332-83.6% |
| Admin fee / account holder | $443 | $2,302-80.7% | $2,320-80.9% | $4,645-90.5% |