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 | $7,263 | $90,503-92.0% | $78,689-90.8% | $273,961-97.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 12.68% | 75.60%-62.9pp | 62.18%-49.5pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,489 | $3,176-53.1% | $2,851-47.8% | $4,869-69.4% |
| Participant deferral / active EE | $2,104 | $3,901-46.1% | $3,517-40.2% | $5,287-60.2% |
| Admin fee / account holder | $2,498 | $5,263-52.5% | $4,510-44.6% | $10,132-75.3% |