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 | $19,152 | $87,733-78.2% | $106,548-82.0% | $85,850-77.7% |
| Participation rate | 41.2% | 71.9%-30.8pp | 76.1%-35.0pp | 69.3%-28.1pp |
| Annual return | 26.22% | 21.86%+4.4pp | 26.80%-0.6pp | 318.53%-292.3pp |
| Employer contribution / active EE | $1,274 | $2,073-38.5% | $2,819-54.8% | $2,565-50.3% |
| Participant deferral / active EE | $2,596 | $3,469-25.2% | $4,398-41.0% | $3,952-34.3% |
| Admin fee / account holder | $946 | $6,767-86.0% | $7,407-87.2% | $6,260-84.9% |