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 | $18,553 | $80,968-77.1% | $96,544-80.8% | $75,163-75.3% |
| Participation rate | 48.4% | 71.8%-23.3pp | 76.0%-27.5pp | 67.2%-18.8pp |
| Annual return | 13.00% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,215 | $2,282-46.7% | $2,965-59.0% | $2,670-54.5% |
| Participant deferral / active EE | $2,897 | $3,928-26.3% | $4,851-40.3% | $4,125-29.8% |
| Admin fee / account holder | $1,229 | $6,724-81.7% | $8,252-85.1% | $5,651-78.3% |