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 | $18,104 | $112,096-83.8% | $95,952-81.1% | $158,922-88.6% |
| Participation rate | 56.3% | 79.0%-22.7pp | 77.1%-20.8pp | 82.0%-25.7pp |
| Annual return | 17.03% | 171.09%-154.1pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,246 | $3,198-61.0% | $2,541-51.0% | $4,761-73.8% |
| Participant deferral / active EE | $5,596 | $4,784+17.0% | $4,167+34.3% | $5,982-6.5% |
| Admin fee / account holder | $322 | $10,130-96.8% | $6,795-95.3% | $11,246-97.1% |