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 | $33,029 | $116,875-71.7% | $284,014-88.4% | $116,875-71.7% |
| Participation rate | 53.3% | 74.5%-21.2pp | 78.2%-24.9pp | 74.5%-21.2pp |
| Annual return | 18.90% | 16.29%+2.6pp | -6.84%+25.7pp | 16.29%+2.6pp |
| Employer contribution / active EE | $12,324 | $3,288+274.9% | $4,497+174.0% | $3,288+274.9% |
| Participant deferral / active EE | $22,126 | $3,885+469.5% | $5,463+305.0% | $3,885+469.5% |
| Admin fee / account holder | $42,700 | $12,263+248.2% | $16,425+160.0% | $12,263+248.2% |