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 3-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 | $8,054 | $74,927-89.3% | $101,794-92.1% | $84,808-90.5% |
| Participation rate | 37.1% | 61.4%-24.3pp | 69.2%-32.1pp | 68.3%-31.2pp |
| Annual return | 22.84% | 18.70%+4.1pp | 30.53%-7.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $550 | $1,522-63.9% | $2,289-76.0% | $2,631-79.1% |
| Participant deferral / active EE | $1,639 | $3,099-47.1% | $4,084-59.9% | $4,212-61.1% |
| Admin fee / account holder | $334 | $6,514-94.9% | $8,777-96.2% | $7,344-95.4% |