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 | $24,663 | $78,422-68.6% | $95,952-74.3% | $79,858-69.1% |
| Participation rate | 32.7% | 73.5%-40.8pp | 77.1%-44.3pp | 69.6%-36.9pp |
| Annual return | 10.15% | 19.37%-9.2pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,565 | $1,945-19.6% | $2,541-38.4% | $2,471-36.7% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,777 | $5,622-50.6% | $6,795-59.1% | $5,306-47.7% |