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 | $17,477 | $72,277-75.8% | $101,248-82.7% | $79,858-78.1% |
| Participation rate | 57.8% | 68.5%-10.7pp | 75.8%-18.0pp | 69.6%-11.9pp |
| Annual return | 13.27% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $701 | $2,692-74.0% | $3,660-80.8% | $2,471-71.6% |
| Participant deferral / active EE | $2,102 | $3,282-35.9% | $4,370-51.9% | $3,740-43.8% |
| Admin fee / account holder | $1,491 | $4,400-66.1% | $5,945-74.9% | $5,306-71.9% |