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 | $16,453 | $72,277-77.2% | $101,248-83.7% | $79,858-79.4% |
| Participation rate | 24.4% | 68.5%-44.1pp | 75.8%-51.4pp | 69.6%-45.2pp |
| Annual return | 24.41% | 22.30%+2.1pp | 46.47%-22.1pp | 31.71%-7.3pp |
| Employer contribution / active EE | $611 | $2,692-77.3% | $3,660-83.3% | $2,471-75.3% |
| Participant deferral / active EE | $1,615 | $3,282-50.8% | $4,370-63.0% | $3,740-56.8% |
| Admin fee / account holder | $1,047 | $4,400-76.2% | $5,945-82.4% | $5,306-80.3% |