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 | $14,939 | $90,745-83.5% | $130,231-88.5% | $75,163-80.1% |
| Participation rate | 40.0% | 71.1%-31.1pp | 76.3%-36.3pp | 67.2%-27.2pp |
| Annual return | 21.39% | 34.45%-13.1pp | 38.77%-17.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,924 | $3,314-41.9% | $4,126-53.4% | $2,670-27.9% |
| Participant deferral / active EE | $3,880 | $5,362-27.7% | $6,799-42.9% | $4,125-6.0% |
| Admin fee / account holder | $1,665 | $6,331-73.7% | $6,020-72.3% | $5,651-70.5% |