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 3-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 | $31,731 | $101,317-68.7% | $146,958-78.4% | $74,495-57.4% |
| Participation rate | 50.9% | 75.5%-24.7pp | 82.2%-31.3pp | 67.2%-16.3pp |
| Annual return | 32.17% | 8730.91%-8698.7pp | 418.34%-386.2pp | 1364.94%-1332.8pp |
| Employer contribution / active EE | $1,762 | $3,810-53.8% | $4,933-64.3% | $2,623-32.8% |
| Participant deferral / active EE | $3,843 | $7,303-47.4% | $8,070-52.4% | $4,346-11.6% |
| Admin fee / account holder | $2,652 | $1,739+52.5% | $12,998-79.6% | $1,942+36.6% |