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 9-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 | $15,858 | $65,365-75.7% | $92,893-82.9% | $72,985-78.3% |
| Participation rate | 68.1% | 68.3%-0.2pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 36.74% | 42.10%-5.4pp | 109.41%-72.7pp | 81.00%-44.3pp |
| Employer contribution / active EE | $1,902 | $2,594-26.7% | $3,653-47.9% | $2,440-22.1% |
| Participant deferral / active EE | $3,813 | $3,128+21.9% | $4,236-10.0% | $3,607+5.7% |
| Admin fee / account holder | $497 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |