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 | $19,380 | $157,256-87.7% | $141,162-86.3% | $152,861-87.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 27.39% | 64.32%-36.9pp | 71.39%-44.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,842 | $5,261-65.0% | $4,735-61.1% | $4,762-61.3% |
| Participant deferral / active EE | $3,927 | $7,109-44.8% | $6,709-41.5% | $5,850-32.9% |
| Admin fee / account holder | $1,523 | $12,120-87.4% | $10,261-85.2% | $11,596-86.9% |