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 | $6,796 | $72,277-90.6% | $101,248-93.3% | $79,858-91.5% |
| Participation rate | 62.5% | 68.5%-6.0pp | 75.8%-13.3pp | 69.6%-7.1pp |
| Annual return | 38.52% | 22.30%+16.2pp | 46.47%-8.0pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,328 | $2,692-50.6% | $3,660-63.7% | $2,471-46.2% |
| Participant deferral / active EE | $1,976 | $3,282-39.8% | $4,370-54.8% | $3,740-47.2% |
| Admin fee / account holder | $2,632 | $4,400-40.2% | $5,945-55.7% | $5,306-50.4% |