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 7-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 | $22,654 | $98,750-77.1% | $149,696-84.9% | $79,858-71.6% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 42.54% | 27.43%+15.1pp | 276.60%-234.1pp | 31.71%+10.8pp |
| Employer contribution / active EE | $1,730 | $3,216-46.2% | $4,644-62.7% | $2,471-30.0% |
| Participant deferral / active EE | $3,204 | $5,680-43.6% | $6,842-53.2% | $3,740-14.3% |
| Admin fee / account holder | $1,574 | $6,053-74.0% | $9,309-83.1% | $5,306-70.3% |