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 | $17,085 | $125,758-86.4% | $169,993-89.9% | $75,163-77.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 31.03% | 27.20%+3.8pp | 53.37%-22.3pp | 160.62%-129.6pp |
| Employer contribution / active EE | $1,690 | $4,615-63.4% | $6,785-75.1% | $2,670-36.7% |
| Participant deferral / active EE | $5,824 | $6,837-14.8% | $10,408-44.0% | $4,125+41.2% |
| Admin fee / account holder | $1,798 | $8,173-78.0% | $12,815-86.0% | $5,651-68.2% |