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 9-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 | $17,546 | $72,012-75.6% | $185,823-90.6% | $79,858-78.0% |
| Participation rate | 56.8% | 65.8%-9.0pp | 78.0%-21.3pp | 69.6%-12.9pp |
| Annual return | 25.90% | 23.12%+2.8pp | 35.95%-10.1pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,299 | $1,965-33.9% | $4,087-68.2% | $2,471-47.4% |
| Participant deferral / active EE | $2,126 | $3,779-43.7% | $5,632-62.3% | $3,740-43.2% |
| Admin fee / account holder | $650 | $4,513-85.6% | $9,500-93.2% | $5,306-87.8% |