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 | $28,172 | $95,803-70.6% | $113,168-75.1% | $84,808-66.8% |
| Participation rate | 63.4% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 40.75% | 25.00%+15.7pp | 24.27%+16.5pp | 40.90%-0.1pp |
| Employer contribution / active EE | $1,166 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $2,678 | $4,242-36.9% | $5,107-47.6% | $4,212-36.4% |
| Admin fee / account holder | $957 | $8,989-89.4% | $12,068-92.1% | $7,344-87.0% |