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 | $30,827 | $84,556-63.5% | $116,228-73.5% | $74,304-58.5% |
| Participation rate | 28.1% | 66.0%-37.9pp | 74.6%-46.4pp | 60.3%-32.2pp |
| Annual return | 23.78% | 18.35%+5.4pp | 90.06%-66.3pp | 29.43%-5.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,871 | $3,814-50.9% | $4,953-62.2% | $3,767-50.3% |
| Admin fee / account holder | $2,947 | $3,792-22.3% | $11,989-75.4% | $2,969-0.7% |