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 | $17,386 | $112,881-84.6% | $90,951-80.9% | $158,922-89.1% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 17.12% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $507 | $2,893-82.5% | $2,122-76.1% | $4,761-89.3% |
| Participant deferral / active EE | $1,295 | $4,128-68.6% | $3,373-61.6% | $5,982-78.4% |
| Admin fee / account holder | $838 | $8,041-89.6% | $5,959-85.9% | $11,246-92.5% |