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 | $11,483 | $85,202-86.5% | $172,739-93.4% | $72,985-84.3% |
| Participation rate | 22.0% | 70.1%-48.1pp | 82.6%-60.6pp | 69.5%-47.5pp |
| Annual return | 21.25% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $472 | $3,324-85.8% | $5,143-90.8% | $2,440-80.6% |
| Participant deferral / active EE | $918 | $3,260-71.8% | $5,198-82.3% | $3,607-74.5% |
| Admin fee / account holder | $1,936 | $5,884-67.1% | $13,954-86.1% | $5,124-62.2% |