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 | $8,646 | $72,012-88.0% | $185,823-95.3% | $79,858-89.2% |
| Participation rate | 50.0% | 65.8%-15.8pp | 78.0%-28.0pp | 69.6%-19.6pp |
| Annual return | 51.80% | 23.12%+28.7pp | 35.95%+15.8pp | 31.71%+20.1pp |
| Employer contribution / active EE | $759 | $1,965-61.4% | $4,087-81.4% | $2,471-69.3% |
| Participant deferral / active EE | $2,049 | $3,779-45.8% | $5,632-63.6% | $3,740-45.2% |
| Admin fee / account holder | $1,030 | $4,513-77.2% | $9,500-89.2% | $5,306-80.6% |