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 | $26,814 | $76,050-64.7% | $96,544-72.2% | $71,457-62.5% |
| Participation rate | 64.2% | 74.4%-10.2pp | 76.0%-11.8pp | 67.9%-3.7pp |
| Annual return | 22.03% | 22.81%-0.8pp | 25.84%-3.8pp | 28.85%-6.8pp |
| Employer contribution / active EE | $1,662 | $2,244-25.9% | $2,965-43.9% | $2,588-35.8% |
| Participant deferral / active EE | $3,238 | $4,215-23.2% | $4,851-33.2% | $4,289-24.5% |
| Admin fee / account holder | $1,612 | $2,707-40.4% | $8,252-80.5% | $1,587+1.6% |