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 6-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 | $18,171 | $162,781-88.8% | $133,956-86.4% | $158,922-88.6% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 23.55% | 41.94%-18.4pp | 45.09%-21.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $1,827 | $4,975-63.3% | $3,919-53.4% | $4,761-61.6% |
| Participant deferral / active EE | $3,447 | $5,911-41.7% | $5,048-31.7% | $5,982-42.4% |
| Admin fee / account holder | $1,705 | $11,736-85.5% | $8,927-80.9% | $11,246-84.8% |