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 4-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 | $10,945 | $79,944-86.3% | $98,439-88.9% | $75,163-85.4% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.2%-5.5pp | 67.2%+2.5pp |
| Annual return | 25.71% | 19.75%+6.0pp | 21.16%+4.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,686 | $2,264-25.5% | $3,048-44.7% | $2,670-36.9% |
| Participant deferral / active EE | $2,598 | $3,752-30.8% | $4,738-45.2% | $4,125-37.0% |
| Admin fee / account holder | $454 | $6,840-93.4% | $8,948-94.9% | $5,651-92.0% |