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 | $16,611 | $78,422-78.8% | $95,952-82.7% | $79,858-79.2% |
| Participation rate | 45.9% | 73.5%-27.5pp | 77.1%-31.1pp | 69.6%-23.7pp |
| Annual return | 54.47% | 19.37%+35.1pp | 91.61%-37.1pp | 31.71%+22.8pp |
| Employer contribution / active EE | $1,838 | $1,945-5.5% | $2,541-27.7% | $2,471-25.6% |
| Participant deferral / active EE | $3,963 | $3,440+15.2% | $4,167-4.9% | $3,740+6.0% |
| Admin fee / account holder | $2,672 | $5,622-52.5% | $6,795-60.7% | $5,306-49.6% |