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 6-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 | $24,207 | $84,556-71.4% | $116,228-79.2% | $74,304-67.4% |
| Participation rate | 66.7% | 66.0%+0.6pp | 74.6%-7.9pp | 60.3%+6.3pp |
| Annual return | 18.53% | 18.35%+0.2pp | 90.06%-71.5pp | 29.43%-10.9pp |
| Employer contribution / active EE | $698 | $2,168-67.8% | $2,994-76.7% | $2,241-68.9% |
| Participant deferral / active EE | $3,350 | $3,814-12.2% | $4,953-32.4% | $3,767-11.1% |
| Admin fee / account holder | $6,125 | $3,792+61.5% | $11,989-48.9% | $2,969+106.3% |