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 | $28,138 | $86,286-67.4% | $111,297-74.7% | $85,850-67.2% |
| Participation rate | 50.6% | 73.3%-22.7pp | 77.3%-26.7pp | 69.3%-18.7pp |
| Annual return | 16.18% | 19.99%-3.8pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,076 | $2,043-47.3% | $2,731-60.6% | $2,565-58.0% |
| Participant deferral / active EE | $3,062 | $3,641-15.9% | $4,487-31.8% | $3,952-22.5% |
| Admin fee / account holder | $3,985 | $8,188-51.3% | $7,964-50.0% | $6,260-36.3% |