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 | $14,669 | $72,012-79.6% | $185,823-92.1% | $79,858-81.6% |
| Participation rate | 61.8% | 65.8%-4.0pp | 78.0%-16.3pp | 69.6%-7.9pp |
| Annual return | 18.52% | 23.12%-4.6pp | 35.95%-17.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,252 | $1,965-36.3% | $4,087-69.4% | $2,471-49.3% |
| Participant deferral / active EE | $1,813 | $3,779-52.0% | $5,632-67.8% | $3,740-51.5% |
| Admin fee / account holder | $640 | $4,513-85.8% | $9,500-93.3% | $5,306-87.9% |