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 | $7,605 | $54,762-86.1% | $90,281-91.6% | $72,985-89.6% |
| Participation rate | 28.6% | 65.1%-36.6pp | 73.3%-44.7pp | 69.5%-40.9pp |
| Annual return | 24.00% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $629 | $2,092-69.9% | $2,854-78.0% | $2,440-74.2% |
| Participant deferral / active EE | $884 | $2,887-69.4% | $3,885-77.2% | $3,607-75.5% |
| Admin fee / account holder | $760 | $3,972-80.9% | $5,351-85.8% | $5,124-85.2% |