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 | $16,045 | $78,672-79.6% | $109,143-85.3% | $85,850-81.3% |
| Participation rate | 25.0% | 68.3%-43.3pp | 75.9%-50.9pp | 69.3%-44.3pp |
| Annual return | 27.14% | 25.09%+2.1pp | 25.75%+1.4pp | 318.53%-291.4pp |
| Employer contribution / active EE | $855 | $2,735-68.7% | $3,722-77.0% | $2,565-66.7% |
| Participant deferral / active EE | $1,728 | $3,467-50.2% | $4,653-62.9% | $3,952-56.3% |
| Admin fee / account holder | $2,358 | $5,469-56.9% | $6,752-65.1% | $6,260-62.3% |