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 | $8,698 | $49,915-82.6% | $154,803-94.4% | $74,304-88.3% |
| Participation rate | 30.8% | 54.0%-23.1pp | 78.1%-47.2pp | 60.3%-29.5pp |
| Annual return | 26.46% | 34.06%-7.6pp | 58.88%-32.4pp | 29.43%-3.0pp |
| Employer contribution / active EE | $445 | $1,611-72.4% | $4,305-89.7% | $2,241-80.1% |
| Participant deferral / active EE | $1,671 | $2,255-25.9% | $5,540-69.8% | $3,767-55.7% |
| Admin fee / account holder | $1,881 | $2,189-14.1% | $14,329-86.9% | $2,969-36.7% |