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 10-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 | $13,457 | $52,580-74.4% | $71,671-81.2% | $70,131-80.8% |
| Participation rate | 48.3% | 60.9%-12.5pp | 68.7%-20.4pp | 69.5%-21.2pp |
| Annual return | 16.36% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $343 | $1,616-78.7% | $2,460-86.0% | $2,342-85.3% |
| Participant deferral / active EE | $2,289 | $2,386-4.1% | $3,438-33.4% | $3,332-31.3% |
| Admin fee / account holder | $1,701 | $3,653-53.4% | $5,558-69.4% | $4,645-63.4% |