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 | $7,652 | $52,279-85.4% | $89,391-91.4% | $79,858-90.4% |
| Participation rate | 62.5% | 57.5%+5.0pp | 68.0%-5.5pp | 69.6%-7.1pp |
| Annual return | 23.36% | 22.16%+1.2pp | 245.62%-222.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,027 | $1,572-34.6% | $2,586-60.3% | $2,471-58.4% |
| Participant deferral / active EE | $1,885 | $2,740-31.2% | $3,890-51.6% | $3,740-49.6% |
| Admin fee / account holder | $741 | $3,356-77.9% | $4,881-84.8% | $5,306-86.0% |