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 | $14,097 | $63,764-77.9% | $81,930-82.8% | $79,858-82.3% |
| Participation rate | 62.1% | 67.5%-5.4pp | 72.0%-9.9pp | 69.6%-7.6pp |
| Annual return | 17.94% | 22.66%-4.7pp | 29.49%-11.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,407 | $1,795-21.6% | $4,310-67.4% | $2,471-43.1% |
| Participant deferral / active EE | $2,337 | $2,780-15.9% | $7,107-67.1% | $3,740-37.5% |
| Admin fee / account holder | $1,575 | $4,426-64.4% | $5,158-69.5% | $5,306-70.3% |