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 3-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 | $25,984 | $95,803-72.9% | $113,168-77.0% | $84,808-69.4% |
| Participation rate | 55.6% | 72.9%-17.3pp | 76.6%-21.0pp | 68.3%-12.8pp |
| Annual return | 28.37% | 25.00%+3.4pp | 24.27%+4.1pp | 40.90%-12.5pp |
| Employer contribution / active EE | $1,861 | $2,360-21.1% | $2,975-37.5% | $2,631-29.3% |
| Participant deferral / active EE | $2,814 | $4,242-33.7% | $5,107-44.9% | $4,212-33.2% |
| Admin fee / account holder | $2,754 | $8,989-69.4% | $12,068-77.2% | $7,344-62.5% |