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 | $19,375 | $176,812-89.0% | $146,665-86.8% | $167,490-88.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.89% | 24.03%-11.1pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,355 | $5,160-73.7% | $4,136-67.3% | $4,837-72.0% |
| Participant deferral / active EE | $2,431 | $6,440-62.3% | $5,506-55.9% | $6,341-61.7% |
| Admin fee / account holder | $1,897 | $13,259-85.7% | $10,280-81.5% | $12,309-84.6% |