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 6-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 | $8,917 | $53,777-83.4% | $134,143-93.4% | $79,858-88.8% |
| Participation rate | 21.3% | 58.8%-37.5pp | 72.2%-50.9pp | 69.6%-48.4pp |
| Annual return | 20.03% | 19.01%+1.0pp | 36.33%-16.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $350 | $1,321-73.5% | $3,704-90.6% | $2,471-85.8% |
| Participant deferral / active EE | $902 | $2,420-62.7% | $3,499-74.2% | $3,740-75.9% |
| Admin fee / account holder | $2,192 | $3,984-45.0% | $6,684-67.2% | $5,306-58.7% |