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 | $11,699 | $162,781-92.8% | $133,956-91.3% | $158,922-92.6% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 13.78% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,443 | $4,975-71.0% | $3,919-63.2% | $4,761-69.7% |
| Participant deferral / active EE | $2,132 | $5,911-63.9% | $5,048-57.8% | $5,982-64.4% |
| Admin fee / account holder | $1,845 | $11,736-84.3% | $8,927-79.3% | $11,246-83.6% |