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 | $19,019 | $109,881-82.7% | $150,045-87.3% | $84,808-77.6% |
| Participation rate | 64.2% | 76.1%-11.9pp | 82.3%-18.1pp | 68.3%-4.1pp |
| Annual return | 14.34% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,253 | $3,561-36.7% | $4,693-52.0% | $2,631-14.4% |
| Participant deferral / active EE | $3,648 | $6,636-45.0% | $7,997-54.4% | $4,212-13.4% |
| Admin fee / account holder | $2,122 | $8,568-75.2% | $13,435-84.2% | $7,344-71.1% |