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 10-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 | $27,275 | $81,208-66.4% | $98,907-72.4% | $79,858-65.8% |
| Participation rate | 64.8% | 72.5%-7.7pp | 76.0%-11.2pp | 69.6%-4.8pp |
| Annual return | 16.24% | 60.99%-44.8pp | 196.43%-180.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,329 | $1,960-32.2% | $2,689-50.6% | $2,471-46.2% |
| Participant deferral / active EE | $2,315 | $3,265-29.1% | $4,244-45.5% | $3,740-38.1% |
| Admin fee / account holder | $2,234 | $6,013-62.8% | $6,642-66.4% | $5,306-57.9% |