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 5-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 | $16,861 | $73,933-77.2% | $96,683-82.6% | $75,163-77.6% |
| Participation rate | 59.1% | 66.4%-7.3pp | 74.3%-15.3pp | 67.2%-8.1pp |
| Annual return | 21.28% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,675 | $2,928-42.8% | $3,737-55.2% | $2,670-37.2% |
| Participant deferral / active EE | $2,904 | $3,659-20.6% | $4,878-40.5% | $4,125-29.6% |
| Admin fee / account holder | $685 | $5,216-86.9% | $6,730-89.8% | $5,651-87.9% |