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 7-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 | $15,858 | $162,781-90.3% | $133,956-88.2% | $158,922-90.0% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 21.64% | 41.94%-20.3pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,593 | $4,975-68.0% | $3,919-59.3% | $4,761-66.5% |
| Participant deferral / active EE | $2,600 | $5,911-56.0% | $5,048-48.5% | $5,982-56.5% |
| Admin fee / account holder | $832 | $11,736-92.9% | $8,927-90.7% | $11,246-92.6% |