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 | $19,113 | $95,803-80.1% | $113,168-83.1% | $84,808-77.5% |
| Participation rate | 52.0% | 72.9%-20.9pp | 76.6%-24.6pp | 68.3%-16.3pp |
| Annual return | 18.60% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,497 | $2,360-36.6% | $2,975-49.7% | $2,631-43.1% |
| Participant deferral / active EE | $2,152 | $4,242-49.3% | $5,107-57.9% | $4,212-48.9% |
| Admin fee / account holder | $2,307 | $8,989-74.3% | $12,068-80.9% | $7,344-68.6% |