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 7-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 | $23,259 | $94,625-75.4% | $116,228-80.0% | $84,808-72.6% |
| Participation rate | 40.7% | 70.4%-29.8pp | 74.6%-33.9pp | 68.3%-27.6pp |
| Annual return | 21.77% | 20.40%+1.4pp | 90.06%-68.3pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,828 | $2,347-22.1% | $2,994-39.0% | $2,631-30.5% |
| Participant deferral / active EE | $2,810 | $3,972-29.2% | $4,953-43.3% | $4,212-33.3% |
| Admin fee / account holder | $556 | $10,091-94.5% | $11,989-95.4% | $7,344-92.4% |