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 | $17,363 | $79,944-78.3% | $98,439-82.4% | $75,163-76.9% |
| Participation rate | 60.5% | 70.4%-9.8pp | 75.2%-14.6pp | 67.2%-6.7pp |
| Annual return | 32.31% | 19.75%+12.6pp | 21.16%+11.2pp | 160.62%-128.3pp |
| Employer contribution / active EE | $1,078 | $2,264-52.4% | $3,048-64.6% | $2,670-59.6% |
| Participant deferral / active EE | $2,528 | $3,752-32.6% | $4,738-46.6% | $4,125-38.7% |
| Admin fee / account holder | $1,309 | $6,840-80.9% | $8,948-85.4% | $5,651-76.8% |