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 5-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 | $26,802 | $101,499-73.6% | $147,005-81.8% | $74,546-64.0% |
| Participation rate | 48.1% | 75.5%-27.5pp | 82.2%-34.1pp | 67.2%-19.1pp |
| Annual return | 18.50% | 8732.34%-8713.8pp | 418.76%-400.3pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $1,402 | $3,811-63.2% | $4,934-71.6% | $2,624-46.6% |
| Participant deferral / active EE | $3,156 | $7,304-56.8% | $8,070-60.9% | $4,347-27.4% |
| Admin fee / account holder | $1,676 | $1,748-4.1% | $13,006-87.1% | $1,944-13.8% |