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 | $24,112 | $80,968-70.2% | $96,544-75.0% | $75,163-67.9% |
| Participation rate | 58.8% | 71.8%-12.9pp | 76.0%-17.1pp | 67.2%-8.4pp |
| Annual return | 19.97% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,681 | $3,928-31.7% | $4,851-44.7% | $4,125-35.0% |
| Admin fee / account holder | $763 | $6,724-88.7% | $8,252-90.8% | $5,651-86.5% |