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 | $15,557 | $63,355-75.4% | $91,989-83.1% | $72,985-78.7% |
| Participation rate | 67.2% | 72.5%-5.4pp | 78.6%-11.5pp | 69.5%-2.3pp |
| Annual return | 89.74% | 35.35%+54.4pp | 69.02%+20.7pp | 81.00%+8.7pp |
| Employer contribution / active EE | $2,722 | $2,116+28.6% | $3,452-21.2% | $2,440+11.5% |
| Participant deferral / active EE | $5,980 | $4,883+22.5% | $5,923+1.0% | $3,607+65.8% |
| Admin fee / account holder | $525 | $4,668-88.7% | $7,743-93.2% | $5,124-89.7% |