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 | $27,892 | $87,870-68.3% | $113,168-75.4% | $74,304-62.5% |
| Participation rate | 42.2% | 70.7%-28.5pp | 76.6%-34.4pp | 60.3%-18.1pp |
| Annual return | 26.48% | 26.44%0pp | 24.27%+2.2pp | 29.43%-2.9pp |
| Employer contribution / active EE | $1,137 | $2,277-50.1% | $2,975-61.8% | $2,241-49.3% |
| Participant deferral / active EE | $2,319 | $4,241-45.3% | $5,107-54.6% | $3,767-38.4% |
| Admin fee / account holder | $7,015 | $3,368+108.3% | $12,068-41.9% | $2,969+136.3% |