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 6-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 | $22,923 | $80,968-71.7% | $96,544-76.3% | $75,163-69.5% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 20.82% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,251 | $2,282-45.2% | $2,965-57.8% | $2,670-53.2% |
| Participant deferral / active EE | $2,559 | $3,928-34.9% | $4,851-47.3% | $4,125-38.0% |
| Admin fee / account holder | $3,886 | $6,724-42.2% | $8,252-52.9% | $5,651-31.2% |