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 4-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 | $19,666 | $73,933-73.4% | $96,683-79.7% | $75,163-73.8% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | 32.53% | 26.70%+5.8pp | 35.69%-3.2pp | 160.62%-128.1pp |
| Employer contribution / active EE | $1,630 | $2,928-44.3% | $3,737-56.4% | $2,670-38.9% |
| Participant deferral / active EE | $3,921 | $3,659+7.2% | $4,878-19.6% | $4,125-5.0% |
| Admin fee / account holder | $852 | $5,216-83.7% | $6,730-87.3% | $5,651-84.9% |