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 5-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 | $20,392 | $78,672-74.1% | $109,143-81.3% | $85,850-76.2% |
| Participation rate | 67.1% | 68.3%-1.2pp | 75.9%-8.8pp | 69.3%-2.2pp |
| Annual return | 19.08% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.4pp |
| Employer contribution / active EE | $2,658 | $2,735-2.8% | $3,722-28.6% | $2,565+3.6% |
| Participant deferral / active EE | $1,945 | $3,467-43.9% | $4,653-58.2% | $3,952-50.8% |
| Admin fee / account holder | $1,898 | $5,469-65.3% | $6,752-71.9% | $6,260-69.7% |