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 | $23,703 | $86,929-72.7% | $102,423-76.9% | $80,856-70.7% |
| Participation rate | 67.2% | 72.4%-5.1pp | 76.5%-9.2pp | 67.6%-0.4pp |
| Annual return | 12.21% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,167 | $2,369-8.5% | $3,023-28.3% | $2,755-21.3% |
| Participant deferral / active EE | $3,533 | $4,118-14.2% | $5,053-30.1% | $4,296-17.8% |
| Admin fee / account holder | $954 | $8,049-88.1% | $9,451-89.9% | $6,918-86.2% |