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 | $17,217 | $109,413-84.3% | $156,263-89.0% | $84,808-79.7% |
| Participation rate | 38.5% | 72.7%-34.2pp | 78.9%-40.4pp | 68.3%-29.8pp |
| Annual return | 16.61% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,763 | $4,590-39.8% | $6,158-55.1% | $4,212-34.4% |
| Admin fee / account holder | $948 | $9,357-89.9% | $14,255-93.4% | $7,344-87.1% |