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 | $18,589 | $155,788-88.1% | $124,672-85.1% | $167,490-88.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 74.6%-5.4pp | 82.1%-12.9pp |
| Annual return | 19.51% | 17.97%+1.5pp | 5142.93%-5123.4pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,234 | $4,163-70.4% | $3,324-62.9% | $4,837-74.5% |
| Participant deferral / active EE | $2,958 | $5,673-47.9% | $4,614-35.9% | $6,341-53.4% |
| Admin fee / account holder | $2,046 | $9,531-78.5% | $7,493-72.7% | $12,309-83.4% |