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 9-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 | $29,216 | $80,705-63.8% | $115,768-74.8% | $67,986-57.0% |
| Participation rate | 33.0% | 63.0%-29.9pp | 74.4%-41.3pp | 57.2%-24.2pp |
| Annual return | 20.80% | 18.49%+2.3pp | 100.46%-79.7pp | 31.67%-10.9pp |
| Employer contribution / active EE | $1,034 | $2,046-49.5% | $2,940-64.8% | $2,019-48.8% |
| Participant deferral / active EE | $1,815 | $3,559-49.0% | $4,917-63.1% | $3,358-46.0% |
| Admin fee / account holder | $1,917 | $4,135-53.6% | $12,439-84.6% | $3,203-40.1% |