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 | $12,350 | $65,365-81.1% | $92,893-86.7% | $72,985-83.1% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.5pp |
| Annual return | 30.44% | 42.10%-11.7pp | 109.41%-79.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $1,060 | $2,594-59.1% | $3,653-71.0% | $2,440-56.5% |
| Participant deferral / active EE | $1,789 | $3,128-42.8% | $4,236-57.8% | $3,607-50.4% |
| Admin fee / account holder | $1,161 | $4,251-72.7% | $5,794-80.0% | $5,124-77.3% |