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 | $15,392 | $89,355-82.8% | $141,162-89.1% | $72,985-78.9% |
| Participation rate | 66.0% | 75.1%-9.2pp | 82.5%-16.5pp | 69.5%-3.5pp |
| Annual return | 28.21% | 111.85%-83.6pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $3,226 | $3,114+3.6% | $4,735-31.9% | $2,440+32.2% |
| Participant deferral / active EE | $5,415 | $5,4180% | $6,709-19.3% | $3,607+50.1% |
| Admin fee / account holder | $3,231 | $5,958-45.8% | $10,261-68.5% | $5,124-36.9% |