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 | $20,601 | $142,405-85.5% | $115,157-82.1% | $152,861-86.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 32.32% | 41.48%-9.2pp | 35.60%-3.3pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,965 | $4,010-51.0% | $3,179-38.2% | $4,762-58.7% |
| Participant deferral / active EE | $8,930 | $5,164+72.9% | $4,168+114.2% | $5,850+52.6% |
| Admin fee / account holder | $868 | $8,462-89.7% | $7,088-87.8% | $11,596-92.5% |