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 | $27,004 | $109,359-75.3% | $162,163-83.3% | $72,985-63.0% |
| Participation rate | 60.4% | 84.3%-23.8pp | 87.6%-27.1pp | 69.5%-9.1pp |
| Annual return | 28.47% | 25.46%+3.0pp | 115.59%-87.1pp | 81.00%-52.5pp |
| Employer contribution / active EE | $2,009 | $3,907-48.6% | $5,614-64.2% | $2,440-17.6% |
| Participant deferral / active EE | $4,641 | $5,481-15.3% | $7,298-36.4% | $3,607+28.7% |
| Admin fee / account holder | $3,707 | $7,972-53.5% | $10,843-65.8% | $5,124-27.7% |