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 9-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 | $17,030 | $116,175-85.3% | $93,606-81.8% | $152,861-88.9% |
| Participation rate | 69.2% | 78.0%-8.8pp | 75.8%-6.6pp | 82.4%-13.2pp |
| Annual return | 21.84% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,502 | $3,218-53.3% | $2,718-44.7% | $4,762-68.5% |
| Participant deferral / active EE | $3,277 | $4,603-28.8% | $4,069-19.5% | $5,850-44.0% |
| Admin fee / account holder | $1,997 | $10,748-81.4% | $7,888-74.7% | $11,596-82.8% |