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 9-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 | $11,079 | $47,848-76.8% | $81,478-86.4% | $70,131-84.2% |
| Participation rate | 55.8% | 58.3%-2.5pp | 68.0%-12.2pp | 69.5%-13.8pp |
| Annual return | 45.39% | 27.25%+18.1pp | 38.78%+6.6pp | 73.14%-27.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,863 | $2,453+179.8% | $3,537+94.0% | $3,332+106.0% |
| Admin fee / account holder | $1,106 | $3,145-64.8% | $4,561-75.8% | $4,645-76.2% |