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 8-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 | $17,742 | $79,944-77.8% | $98,439-82.0% | $75,163-76.4% |
| Participation rate | 57.8% | 70.4%-12.5pp | 75.2%-17.3pp | 67.2%-9.4pp |
| Annual return | 15.25% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,045 | $2,264-53.8% | $3,048-65.7% | $2,670-60.8% |
| Participant deferral / active EE | $1,869 | $3,752-50.2% | $4,738-60.5% | $4,125-54.7% |
| Admin fee / account holder | $559 | $6,840-91.8% | $8,948-93.8% | $5,651-90.1% |