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 | $20,777 | $91,552-77.3% | $133,956-84.5% | $79,858-74.0% |
| Participation rate | 57.4% | 73.3%-15.9pp | 79.8%-22.4pp | 69.6%-12.2pp |
| Annual return | 18.05% | 61.85%-43.8pp | 45.09%-27.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,423 | $2,384-40.3% | $3,919-63.7% | $2,471-42.4% |
| Participant deferral / active EE | $1,854 | $3,733-50.3% | $5,048-63.3% | $3,740-50.4% |
| Admin fee / account holder | $1,733 | $6,321-72.6% | $8,927-80.6% | $5,306-67.3% |