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 6-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 | $10,494 | $66,402-84.2% | $109,895-90.5% | $85,850-87.8% |
| Participation rate | 55.1% | 63.9%-8.8pp | 74.2%-19.1pp | 69.3%-14.2pp |
| Annual return | 22.72% | 19.59%+3.1pp | 29.45%-6.7pp | 318.53%-295.8pp |
| Employer contribution / active EE | $1,343 | $1,687-20.4% | $2,842-52.7% | $2,565-47.6% |
| Participant deferral / active EE | $1,990 | $2,842-30.0% | $4,048-50.8% | $3,952-49.6% |
| Admin fee / account holder | $712 | $4,557-84.4% | $6,066-88.3% | $6,260-88.6% |