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 | $8,115 | $51,576-84.3% | $129,207-93.7% | $80,856-90.0% |
| Participation rate | 30.1% | 57.0%-26.9pp | 69.6%-39.5pp | 67.6%-37.5pp |
| Annual return | 13.50% | 20.81%-7.3pp | 9417.33%-9403.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $608 | $1,584-61.6% | $4,153-85.4% | $2,755-77.9% |
| Participant deferral / active EE | $2,413 | $2,669-9.6% | $4,168-42.1% | $4,296-43.8% |
| Admin fee / account holder | $1,863 | $4,305-56.7% | $7,715-75.9% | $6,918-73.1% |