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 | $17,235 | $64,909-73.4% | $82,313-79.1% | $62,292-72.3% |
| Participation rate | 44.0% | 74.9%-30.9pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 18.91% | 21.18%-2.3pp | 25.88%-7.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,373 | $1,676-18.1% | $2,428-43.5% | $2,042-32.8% |
| Participant deferral / active EE | $1,704 | $3,103-45.1% | $3,706-54.0% | $3,169-46.2% |
| Admin fee / account holder | $4,434 | $440+908.6% | $5,608-20.9% | $479+825.0% |