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 9-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 | $17,338 | $65,041-73.3% | $90,951-80.9% | $79,858-78.3% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 13.85% | 30.45%-16.6pp | 134.60%-120.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,006 | $1,247-19.3% | $2,122-52.6% | $2,471-59.3% |
| Participant deferral / active EE | $1,652 | $2,512-34.2% | $3,373-51.0% | $3,740-55.8% |
| Admin fee / account holder | $859 | $4,536-81.1% | $5,959-85.6% | $5,306-83.8% |