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 | $20,675 | $93,571-77.9% | $135,903-84.8% | $75,163-72.5% |
| Participation rate | 37.5% | 75.2%-37.7pp | 81.9%-44.4pp | 67.2%-29.7pp |
| Annual return | 34.21% | 30.90%+3.3pp | 68.23%-34.0pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,822 | $3,537-48.5% | $4,856-62.5% | $2,670-31.8% |
| Participant deferral / active EE | $2,540 | $6,404-60.3% | $7,758-67.3% | $4,125-38.4% |
| Admin fee / account holder | $2,968 | $6,975-57.5% | $10,762-72.4% | $5,651-47.5% |