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 | $14,371 | $65,365-78.0% | $92,893-84.5% | $72,985-80.3% |
| Participation rate | 28.2% | 68.3%-40.1pp | 76.0%-47.8pp | 69.5%-41.3pp |
| Annual return | 46.31% | 42.10%+4.2pp | 109.41%-63.1pp | 81.00%-34.7pp |
| Employer contribution / active EE | $1,269 | $2,594-51.1% | $3,653-65.2% | $2,440-48.0% |
| Participant deferral / active EE | $2,925 | $3,128-6.5% | $4,236-30.9% | $3,607-18.9% |
| Admin fee / account holder | $2,027 | $4,251-52.3% | $5,794-65.0% | $5,124-60.5% |