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 | $12,867 | $76,552-83.2% | $123,892-89.6% | $62,891-79.5% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 14.96% | 18.68%-3.7pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,975 | $2,883-31.5% | $4,617-57.2% | $2,281-13.4% |
| Participant deferral / active EE | $4,507 | $4,840-6.9% | $5,984-24.7% | $3,203+40.7% |
| Admin fee / account holder | $450 | $4,826-90.7% | $8,357-94.6% | $4,296-89.5% |