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 | $17,732 | $91,552-80.6% | $133,956-86.8% | $79,858-77.8% |
| Participation rate | 37.7% | 73.3%-35.7pp | 79.8%-42.2pp | 69.6%-32.0pp |
| Annual return | 14.55% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $615 | $2,384-74.2% | $3,919-84.3% | $2,471-75.1% |
| Participant deferral / active EE | $1,952 | $3,733-47.7% | $5,048-61.3% | $3,740-47.8% |
| Admin fee / account holder | $2,987 | $6,321-52.7% | $8,927-66.5% | $5,306-43.7% |