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 7-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 | $16,158 | $77,503-79.2% | $100,391-83.9% | $80,856-80.0% |
| Participation rate | 40.5% | 76.9%-36.4pp | 81.5%-40.9pp | 67.6%-27.1pp |
| Annual return | 33.46% | 37.20%-3.7pp | 49.20%-15.7pp | 35.59%-2.1pp |
| Employer contribution / active EE | $2,139 | $2,801-23.6% | $3,942-45.7% | $2,755-22.4% |
| Participant deferral / active EE | $3,336 | $6,820-51.1% | $8,082-58.7% | $4,296-22.3% |
| Admin fee / account holder | $402 | $5,897-93.2% | $7,899-94.9% | $6,918-94.2% |