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 | $24,974 | $87,037-71.3% | $106,201-76.5% | $80,874-69.1% |
| Participation rate | 42.1% | 70.4%-28.3pp | 75.3%-33.2pp | 67.6%-25.5pp |
| Annual return | 21.31% | 17.05%+4.3pp | 116.26%-95.0pp | 35.62%-14.3pp |
| Employer contribution / active EE | $1,467 | $2,396-38.8% | $3,170-53.7% | $2,756-46.8% |
| Participant deferral / active EE | $3,236 | $3,986-18.8% | $5,012-35.4% | $4,297-24.7% |
| Admin fee / account holder | $506 | $8,434-94.0% | $11,039-95.4% | $6,935-92.7% |