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 | $26,867 | $86,286-68.9% | $111,297-75.9% | $85,850-68.7% |
| Participation rate | 64.3% | 73.3%-9.0pp | 77.3%-13.0pp | 69.3%-5.0pp |
| Annual return | 18.31% | 19.99%-1.7pp | 54.65%-36.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,146 | $2,043+5.0% | $2,731-21.4% | $2,565-16.4% |
| Participant deferral / active EE | $3,327 | $3,641-8.6% | $4,487-25.9% | $3,952-15.8% |
| Admin fee / account holder | $7,330 | $8,188-10.5% | $7,964-8.0% | $6,260+17.1% |