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 | $21,293 | $228,332-90.7% | $185,823-88.5% | $158,922-86.6% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.0%-25.6pp | 82.0%-29.6pp |
| Annual return | 14.98% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,104 | $4,967-77.8% | $4,087-73.0% | $4,761-76.8% |
| Participant deferral / active EE | $1,534 | $6,415-76.1% | $5,632-72.8% | $5,982-74.4% |
| Admin fee / account holder | $704 | $11,864-94.1% | $9,500-92.6% | $11,246-93.7% |