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 8-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 | $17,312 | $78,672-78.0% | $109,143-84.1% | $85,850-79.8% |
| Participation rate | 49.0% | 68.3%-19.3pp | 75.9%-26.9pp | 69.3%-20.3pp |
| Annual return | 13.14% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,453 | $2,735-46.9% | $3,722-61.0% | $2,565-43.4% |
| Participant deferral / active EE | $2,189 | $3,467-36.9% | $4,653-53.0% | $3,952-44.6% |
| Admin fee / account holder | $2,435 | $5,469-55.5% | $6,752-63.9% | $6,260-61.1% |