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 | $28,103 | $100,923-72.2% | $150,045-81.3% | $74,304-62.2% |
| Participation rate | 38.2% | 70.1%-31.9pp | 82.3%-44.1pp | 60.3%-22.1pp |
| Annual return | 16.52% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,357 | $3,463-60.8% | $4,693-71.1% | $2,241-39.5% |
| Participant deferral / active EE | $2,409 | $6,709-64.1% | $7,997-69.9% | $3,767-36.1% |
| Admin fee / account holder | $6,184 | $2,767+123.5% | $13,435-54.0% | $2,969+108.3% |