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 | $14,988 | $63,355-76.3% | $91,989-83.7% | $72,985-79.5% |
| Participation rate | 53.4% | 72.5%-19.1pp | 78.6%-25.2pp | 69.5%-16.1pp |
| Annual return | 55.78% | 35.35%+20.4pp | 69.02%-13.2pp | 81.00%-25.2pp |
| Employer contribution / active EE | $2,106 | $2,116-0.5% | $3,452-39.0% | $2,440-13.7% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $845 | $4,668-81.9% | $7,743-89.1% | $5,124-83.5% |