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 | $15,795 | $76,367-79.3% | $93,606-83.1% | $72,985-78.4% |
| Participation rate | 67.2% | 71.7%-4.6pp | 75.8%-8.7pp | 69.5%-2.3pp |
| Annual return | 24.47% | 25.82%-1.3pp | 32.76%-8.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,206 | $2,275-47.0% | $2,718-55.6% | $2,440-50.6% |
| Participant deferral / active EE | $1,577 | $3,538-55.4% | $4,069-61.2% | $3,607-56.3% |
| Admin fee / account holder | $470 | $6,838-93.1% | $7,888-94.0% | $5,124-90.8% |