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 | $14,250 | $72,012-80.2% | $185,823-92.3% | $79,858-82.2% |
| Participation rate | 46.0% | 65.8%-19.7pp | 78.0%-32.0pp | 69.6%-23.6pp |
| Annual return | 23.96% | 23.12%+0.8pp | 35.95%-12.0pp | 31.71%-7.8pp |
| Employer contribution / active EE | $1,308 | $1,965-33.4% | $4,087-68.0% | $2,471-47.1% |
| Participant deferral / active EE | $2,197 | $3,779-41.8% | $5,632-61.0% | $3,740-41.2% |
| Admin fee / account holder | $976 | $4,513-78.4% | $9,500-89.7% | $5,306-81.6% |