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 6-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 | $12,777 | $95,453-86.6% | $112,040-88.6% | $82,448-84.5% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 27.77% | 23.92%+3.9pp | 24.52%+3.3pp | 41.64%-13.9pp |
| Employer contribution / active EE | $2,144 | $2,318-7.5% | $2,954-27.4% | $2,551-15.9% |
| Participant deferral / active EE | $2,302 | $4,224-45.5% | $5,098-54.8% | $4,139-44.4% |
| Admin fee / account holder | $626 | $9,013-93.1% | $12,098-94.8% | $7,234-91.3% |