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 | $24,952 | $80,731-69.1% | $103,374-75.9% | $74,546-66.5% |
| Participation rate | 41.4% | 65.7%-24.3pp | 74.5%-33.1pp | 67.2%-25.8pp |
| Annual return | 16.87% | 27.56%-10.7pp | 24.89%-8.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,403 | $3,158-55.6% | $3,869-63.7% | $2,624-46.5% |
| Participant deferral / active EE | $2,541 | $3,860-34.2% | $5,058-49.8% | $4,347-41.6% |
| Admin fee / account holder | $2,123 | $2,369-10.4% | $8,394-74.7% | $1,944+9.2% |