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 | $35,573 | $123,793-71.3% | $177,821-80.0% | $79,858-55.5% |
| Participation rate | 61.0% | 84.7%-23.6pp | 87.7%-26.7pp | 69.6%-8.6pp |
| Annual return | 33.41% | 22.82%+10.6pp | 48.32%-14.9pp | 31.71%+1.7pp |
| Employer contribution / active EE | $1,714 | $4,095-58.1% | $5,918-71.0% | $2,471-30.6% |
| Participant deferral / active EE | $5,957 | $5,9560% | $7,714-22.8% | $3,740+59.3% |
| Admin fee / account holder | $6,841 | $7,243-5.5% | $12,427-44.9% | $5,306+28.9% |