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 | $21,231 | $78,672-73.0% | $109,143-80.5% | $85,850-75.3% |
| Participation rate | 55.2% | 68.3%-13.1pp | 75.9%-20.7pp | 69.3%-14.1pp |
| Annual return | 17.55% | 25.09%-7.5pp | 25.75%-8.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,527 | $2,735-44.1% | $3,722-59.0% | $2,565-40.5% |
| Participant deferral / active EE | $2,903 | $3,467-16.3% | $4,653-37.6% | $3,952-26.5% |
| Admin fee / account holder | $2,360 | $5,469-56.9% | $6,752-65.1% | $6,260-62.3% |