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 8-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 | $14,629 | $65,041-77.5% | $90,951-83.9% | $79,858-81.7% |
| Participation rate | 65.3% | 61.6%+3.7pp | 69.0%-3.7pp | 69.6%-4.3pp |
| Annual return | 27.81% | 30.45%-2.6pp | 134.60%-106.8pp | 31.71%-3.9pp |
| Employer contribution / active EE | $1,192 | $1,247-4.4% | $2,122-43.8% | $2,471-51.8% |
| Participant deferral / active EE | $1,493 | $2,512-40.5% | $3,373-55.7% | $3,740-60.1% |
| Admin fee / account holder | $545 | $4,536-88.0% | $5,959-90.9% | $5,306-89.7% |