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 | $7,274 | $48,750-85.1% | $88,946-91.8% | $74,304-90.2% |
| Participation rate | 41.1% | 44.5%-3.4pp | 68.8%-27.7pp | 60.3%-19.2pp |
| Annual return | 22.17% | 25.91%-3.7pp | 57.82%-35.7pp | 29.43%-7.3pp |
| Employer contribution / active EE | $282 | $1,255-77.5% | $2,555-88.9% | $2,241-87.4% |
| Participant deferral / active EE | $902 | $2,423-62.8% | $4,581-80.3% | $3,767-76.1% |
| Admin fee / account holder | $1,214 | $3,756-67.7% | $8,261-85.3% | $2,969-59.1% |