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 | $19,867 | $65,041-69.5% | $90,951-78.2% | $79,858-75.1% |
| Participation rate | 41.7% | 61.6%-19.9pp | 69.0%-27.3pp | 69.6%-28.0pp |
| Annual return | 16.23% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,741 | $2,512-30.7% | $3,373-48.4% | $3,740-53.4% |
| Admin fee / account holder | $1,444 | $4,536-68.2% | $5,959-75.8% | $5,306-72.8% |