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 8-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 | $20,769 | $81,460-74.5% | $103,333-79.9% | $80,856-74.3% |
| Participation rate | 62.1% | 66.8%-4.8pp | 74.5%-12.4pp | 67.6%-5.6pp |
| Annual return | 12.25% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $11,680 | $3,105+276.1% | $3,868+202.0% | $2,755+324.0% |
| Participant deferral / active EE | $3,995 | $3,869+3.3% | $5,057-21.0% | $4,296-7.0% |
| Admin fee / account holder | $7,328 | $6,566+11.6% | $8,355-12.3% | $6,918+5.9% |