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 | $21,844 | $79,944-72.7% | $98,439-77.8% | $75,163-70.9% |
| Participation rate | 48.1% | 70.4%-22.3pp | 75.2%-27.1pp | 67.2%-19.1pp |
| Annual return | 19.81% | 19.75%+0.1pp | 21.16%-1.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,536 | $2,264-32.1% | $3,048-49.6% | $2,670-42.5% |
| Participant deferral / active EE | $2,717 | $3,752-27.6% | $4,738-42.6% | $4,125-34.1% |
| Admin fee / account holder | $3,897 | $6,840-43.0% | $8,948-56.4% | $5,651-31.0% |