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 | $24,510 | $98,750-75.2% | $149,696-83.6% | $79,858-69.3% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-9.0pp |
| Annual return | 41.44% | 27.43%+14.0pp | 276.60%-235.2pp | 31.71%+9.7pp |
| Employer contribution / active EE | $1,975 | $3,216-38.6% | $4,644-57.5% | $2,471-20.1% |
| Participant deferral / active EE | $5,145 | $5,680-9.4% | $6,842-24.8% | $3,740+37.6% |
| Admin fee / account holder | $2,790 | $6,053-53.9% | $9,309-70.0% | $5,306-47.4% |