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 | $15,238 | $81,208-81.2% | $98,907-84.6% | $79,858-80.9% |
| Participation rate | 69.1% | 72.5%-3.4pp | 76.0%-6.9pp | 69.6%-0.5pp |
| Annual return | 26.37% | 60.99%-34.6pp | 196.43%-170.1pp | 31.71%-5.3pp |
| Employer contribution / active EE | $1,104 | $1,960-43.6% | $2,689-58.9% | $2,471-55.3% |
| Participant deferral / active EE | $2,195 | $3,265-32.8% | $4,244-48.3% | $3,740-41.3% |
| Admin fee / account holder | $590 | $6,013-90.2% | $6,642-91.1% | $5,306-88.9% |