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 | $23,568 | $78,422-69.9% | $95,952-75.4% | $79,858-70.5% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 18.11% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,294 | $1,945-33.5% | $2,541-49.1% | $2,471-47.6% |
| Participant deferral / active EE | $2,646 | $3,440-23.1% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $1,471 | $5,622-73.8% | $6,795-78.4% | $5,306-72.3% |