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 | $21,740 | $80,968-73.2% | $96,544-77.5% | $75,163-71.1% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 14.16% | 27.06%-12.9pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,232 | $2,282-46.0% | $2,965-58.5% | $2,670-53.9% |
| Participant deferral / active EE | $2,584 | $3,928-34.2% | $4,851-46.7% | $4,125-37.4% |
| Admin fee / account holder | $3,055 | $6,724-54.6% | $8,252-63.0% | $5,651-45.9% |