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 8-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 | $16,256 | $124,425-86.9% | $112,040-85.5% | $137,256-88.2% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 12.41% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,498 | $3,411-56.1% | $2,954-49.3% | $4,156-63.9% |
| Participant deferral / active EE | $2,349 | $5,718-58.9% | $5,098-53.9% | $6,407-63.3% |
| Admin fee / account holder | $714 | $15,207-95.3% | $12,098-94.1% | $12,270-94.2% |