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 6-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 | $25,531 | $80,968-68.5% | $96,544-73.6% | $75,163-66.0% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 44.41% | 27.06%+17.3pp | 25.84%+18.6pp | 160.62%-116.2pp |
| Employer contribution / active EE | $1,469 | $2,282-35.6% | $2,965-50.5% | $2,670-45.0% |
| Participant deferral / active EE | $2,765 | $3,928-29.6% | $4,851-43.0% | $4,125-33.0% |
| Admin fee / account holder | $2,145 | $6,724-68.1% | $8,252-74.0% | $5,651-62.0% |