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 | $17,552 | $73,933-76.3% | $96,683-81.8% | $75,163-76.6% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 14.64% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,850 | $2,928-36.8% | $3,737-50.5% | $2,670-30.7% |
| Participant deferral / active EE | $4,393 | $3,659+20.1% | $4,878-9.9% | $4,125+6.5% |
| Admin fee / account holder | $2,754 | $5,216-47.2% | $6,730-59.1% | $5,651-51.3% |