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 | $17,342 | $81,208-78.6% | $98,907-82.5% | $79,858-78.3% |
| Participation rate | 56.3% | 72.5%-16.3pp | 76.0%-19.8pp | 69.6%-13.4pp |
| Annual return | 12.24% | 60.99%-48.8pp | 196.43%-184.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,430 | $1,960-27.0% | $2,689-46.8% | $2,471-42.1% |
| Participant deferral / active EE | $2,220 | $3,265-32.0% | $4,244-47.7% | $3,740-40.6% |
| Admin fee / account holder | $4,908 | $6,013-18.4% | $6,642-26.1% | $5,306-7.5% |