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 | $26,596 | $71,370-62.7% | $78,805-66.3% | $71,370-62.7% |
| Participation rate | 62.3% | 55.1%+7.1pp | 73.6%-11.3pp | 55.1%+7.1pp |
| Annual return | 16.98% | 15.87%+1.1pp | -2.71%+19.7pp | 15.87%+1.1pp |
| Employer contribution / active EE | $1,403 | $1,874-25.1% | $4,059-65.4% | $1,874-25.1% |
| Participant deferral / active EE | $2,190 | $2,656-17.5% | $3,584-38.9% | $2,656-17.5% |
| Admin fee / account holder | $1,063 | $6,050-82.4% | $5,677-81.3% | $6,050-82.4% |