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 | $19,437 | $142,405-86.4% | $115,157-83.1% | $152,861-87.3% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.4%-19.9pp |
| Annual return | 33.99% | 41.48%-7.5pp | 35.60%-1.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $1,518 | $4,010-62.1% | $3,179-52.3% | $4,762-68.1% |
| Participant deferral / active EE | $5,051 | $5,164-2.2% | $4,168+21.2% | $5,850-13.7% |
| Admin fee / account holder | $336 | $8,462-96.0% | $7,088-95.3% | $11,596-97.1% |