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 | $21,692 | $59,328-63.4% | $118,925-81.8% | $73,488-70.5% |
| Participation rate | 38.2% | 62.3%-24.1pp | 75.4%-37.2pp | 70.7%-32.5pp |
| Annual return | 43.32% | 19.13%+24.2pp | 35.88%+7.4pp | 28.51%+14.8pp |
| Employer contribution / active EE | $1,132 | $1,803-37.2% | $3,263-65.3% | $2,270-50.1% |
| Participant deferral / active EE | $1,858 | $2,604-28.6% | $4,265-56.4% | $3,740-50.3% |
| Admin fee / account holder | $783 | $600+30.4% | $6,581-88.1% | $513+52.6% |