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 5-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 | $7,939 | $42,894-81.5% | $60,874-87.0% | $68,494-88.4% |
| Participation rate | 27.0% | 66.8%-39.8pp | 73.1%-46.1pp | 67.9%-40.9pp |
| Annual return | 19.89% | -13.98%+33.9pp | 16.90%+3.0pp | -7.84%+27.7pp |
| Employer contribution / active EE | $540 | $1,978-72.7% | $2,701-80.0% | $2,596-79.2% |
| Participant deferral / active EE | $1,358 | $2,867-52.6% | $3,817-64.4% | $4,027-66.3% |
| Admin fee / account holder | $3,887 | $3,101+25.4% | $3,224+20.6% | $5,403-28.1% |