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 | $18,341 | $72,277-74.6% | $101,248-81.9% | $79,858-77.0% |
| Participation rate | 38.2% | 68.5%-30.2pp | 75.8%-37.6pp | 69.6%-31.4pp |
| Annual return | 38.81% | 22.30%+16.5pp | 46.47%-7.7pp | 31.71%+7.1pp |
| Employer contribution / active EE | $1,544 | $2,692-42.6% | $3,660-57.8% | $2,471-37.5% |
| Participant deferral / active EE | $2,395 | $3,282-27.0% | $4,370-45.2% | $3,740-36.0% |
| Admin fee / account holder | $716 | $4,400-83.7% | $5,945-88.0% | $5,306-86.5% |