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 5-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 | $20,483 | $239,571-91.5% | $183,328-88.8% | $137,256-85.1% |
| Participation rate | 58.3% | 82.4%-24.1pp | 77.3%-19.0pp | 80.0%-21.6pp |
| Annual return | 16.15% | 35.69%-19.5pp | 29.67%-13.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,804 | $6,148-70.7% | $5,055-64.3% | $4,156-56.6% |
| Participant deferral / active EE | $2,880 | $7,995-64.0% | $6,795-57.6% | $6,407-55.1% |
| Admin fee / account holder | $4,291 | $30,059-85.7% | $21,427-80.0% | $12,270-65.0% |