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 | $10,660 | $83,477-87.2% | $125,175-91.5% | $72,985-85.4% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.5%-17.5pp |
| Annual return | 24.51% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,158 | $2,345-50.6% | $3,865-70.0% | $2,440-52.5% |
| Participant deferral / active EE | $1,683 | $3,585-53.1% | $4,937-65.9% | $3,607-53.4% |
| Admin fee / account holder | $381 | $5,517-93.1% | $9,702-96.1% | $5,124-92.6% |