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 | $19,079 | $210,408-90.9% | $153,485-87.6% | $145,922-86.9% |
| Participation rate | 61.5% | 82.1%-20.6pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 9.38% | 13.37%-4.0pp | 15.65%-6.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,232 | $6,048-46.6% | $5,039-35.9% | $4,660-30.6% |
| Participant deferral / active EE | $2,498 | $7,975-68.7% | $6,757-63.0% | $6,688-62.6% |
| Admin fee / account holder | $2,956 | $19,419-84.8% | $12,724-76.8% | $13,397-77.9% |