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 | $20,928 | $85,766-75.6% | $136,294-84.6% | $70,131-70.2% |
| Participation rate | 30.4% | 74.2%-43.8pp | 81.9%-51.5pp | 69.5%-39.2pp |
| Annual return | 25.67% | 31.45%-5.8pp | 5155.94%-5130.3pp | 73.14%-47.5pp |
| Employer contribution / active EE | $1,062 | $2,966-64.2% | $4,695-77.4% | $2,342-54.7% |
| Participant deferral / active EE | $2,247 | $5,051-55.5% | $6,247-64.0% | $3,332-32.6% |
| Admin fee / account holder | $591 | $5,420-89.1% | $9,243-93.6% | $4,645-87.3% |