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 | $39,422 | $148,978-73.5% | $200,582-80.3% | $84,808-53.5% |
| Participation rate | 38.6% | 84.2%-45.6pp | 86.9%-48.2pp | 68.3%-29.7pp |
| Annual return | 22.77% | 28.16%-5.4pp | 42.33%-19.6pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,408 | $4,815-50.0% | $6,419-62.5% | $2,631-8.5% |
| Participant deferral / active EE | $4,455 | $7,142-37.6% | $9,331-52.3% | $4,212+5.8% |
| Admin fee / account holder | $9,968 | $13,977-28.7% | $16,305-38.9% | $7,344+35.7% |