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 | $26,720 | $80,968-67.0% | $96,544-72.3% | $75,163-64.5% |
| Participation rate | 39.0% | 71.8%-32.7pp | 76.0%-36.9pp | 67.2%-28.2pp |
| Annual return | 36.96% | 27.06%+9.9pp | 25.84%+11.1pp | 160.62%-123.7pp |
| Employer contribution / active EE | $1,525 | $2,282-33.2% | $2,965-48.6% | $2,670-42.9% |
| Participant deferral / active EE | $2,207 | $3,928-43.8% | $4,851-54.5% | $4,125-46.5% |
| Admin fee / account holder | $579 | $6,724-91.4% | $8,252-93.0% | $5,651-89.8% |