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 | $16,859 | $72,277-76.7% | $101,248-83.3% | $79,858-78.9% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 25.86% | 22.30%+3.6pp | 46.47%-20.6pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,610 | $2,692-40.2% | $3,660-56.0% | $2,471-34.8% |
| Participant deferral / active EE | $2,806 | $3,282-14.5% | $4,370-35.8% | $3,740-25.0% |
| Admin fee / account holder | $1,127 | $4,400-74.4% | $5,945-81.0% | $5,306-78.8% |