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 | $22,548 | $149,734-84.9% | $118,925-81.0% | $158,922-85.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 15.53% | 19.95%-4.4pp | 35.88%-20.4pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,206 | $4,115-70.7% | $3,263-63.0% | $4,761-74.7% |
| Participant deferral / active EE | $1,446 | $5,223-72.3% | $4,265-66.1% | $5,982-75.8% |
| Admin fee / account holder | $358 | $8,603-95.8% | $6,581-94.6% | $11,246-96.8% |