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 7-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 | $24,910 | $162,781-84.7% | $133,956-81.4% | $158,922-84.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 16.35% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,187 | $4,975-76.2% | $3,919-69.7% | $4,761-75.1% |
| Participant deferral / active EE | $6,172 | $5,911+4.4% | $5,048+22.3% | $5,982+3.2% |
| Admin fee / account holder | $746 | $11,736-93.6% | $8,927-91.6% | $11,246-93.4% |