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 | $9,545 | $72,492-86.8% | $87,100-89.0% | $72,985-86.9% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 31.67% | 24.46%+7.2pp | 28.19%+3.5pp | 81.00%-49.3pp |
| Employer contribution / active EE | $1,591 | $1,894-16.0% | $2,521-36.9% | $2,440-34.8% |
| Participant deferral / active EE | $2,418 | $3,270-26.0% | $4,049-40.3% | $3,607-33.0% |
| Admin fee / account holder | $1,056 | $5,055-79.1% | $7,497-85.9% | $5,124-79.4% |