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 | $17,171 | $64,324-73.3% | $118,925-85.6% | $79,858-78.5% |
| Participation rate | 62.9% | 64.9%-2.0pp | 75.4%-12.5pp | 69.6%-6.8pp |
| Annual return | 18.95% | 86.45%-67.5pp | 35.88%-16.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,532 | $1,836-16.6% | $3,263-53.0% | $2,471-38.0% |
| Participant deferral / active EE | $2,277 | $2,824-19.4% | $4,265-46.6% | $3,740-39.1% |
| Admin fee / account holder | $493 | $4,040-87.8% | $6,581-92.5% | $5,306-90.7% |