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 | $23,290 | $149,679-84.4% | $117,039-80.1% | $147,584-84.2% |
| Participation rate | 45.0% | 83.5%-38.5pp | 77.2%-32.2pp | 82.8%-37.8pp |
| Annual return | 17.43% | 19.31%-1.9pp | 18.95%-1.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,303 | $4,937-73.6% | $3,785-65.6% | $4,876-73.3% |
| Participant deferral / active EE | $2,666 | $4,912-45.7% | $3,929-32.2% | $5,439-51.0% |
| Admin fee / account holder | $2,267 | $7,856-71.1% | $5,974-62.1% | $10,885-79.2% |