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 | $19,952 | $118,680-83.2% | $98,907-79.8% | $158,922-87.4% |
| Participation rate | 47.1% | 77.8%-30.8pp | 76.0%-29.0pp | 82.0%-34.9pp |
| Annual return | 13.23% | 372.35%-359.1pp | 196.43%-183.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $961 | $3,333-71.2% | $2,689-64.3% | $4,761-79.8% |
| Participant deferral / active EE | $3,113 | $5,088-38.8% | $4,244-26.7% | $5,982-48.0% |
| Admin fee / account holder | $1,254 | $10,131-87.6% | $6,642-81.1% | $11,246-88.8% |