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 | $19,886 | $86,286-77.0% | $111,297-82.1% | $85,850-76.8% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 16.24% | 19.99%-3.7pp | 54.65%-38.4pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,454 | $2,043-28.8% | $2,731-46.8% | $2,565-43.3% |
| Participant deferral / active EE | $2,632 | $3,641-27.7% | $4,487-41.3% | $3,952-33.4% |
| Admin fee / account holder | $922 | $8,188-88.7% | $7,964-88.4% | $6,260-85.3% |