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 | $16,803 | $149,734-88.8% | $118,925-85.9% | $158,922-89.4% |
| Participation rate | 69.2% | 82.1%-12.8pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 23.45% | 19.95%+3.5pp | 35.88%-12.4pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,051 | $4,115-74.5% | $3,263-67.8% | $4,761-77.9% |
| Participant deferral / active EE | $3,090 | $5,223-40.8% | $4,265-27.5% | $5,982-48.3% |
| Admin fee / account holder | $823 | $8,603-90.4% | $6,581-87.5% | $11,246-92.7% |