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 | $14,996 | $89,753-83.3% | $107,525-86.1% | $84,808-82.3% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 15.60% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,352 | $3,113-56.6% | $3,754-64.0% | $2,631-48.6% |
| Participant deferral / active EE | $2,968 | $4,056-26.8% | $5,116-42.0% | $4,212-29.5% |
| Admin fee / account holder | $4,563 | $7,222-36.8% | $8,919-48.8% | $7,344-37.9% |