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 5-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 | $25,716 | $95,803-73.2% | $113,168-77.3% | $84,808-69.7% |
| Participation rate | 32.1% | 72.9%-40.7pp | 76.6%-44.4pp | 68.3%-36.2pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $959 | $2,360-59.4% | $2,975-67.8% | $2,631-63.5% |
| Participant deferral / active EE | $2,181 | $4,242-48.6% | $5,107-57.3% | $4,212-48.2% |
| Admin fee / account holder | $9,403 | $8,989+4.6% | $12,068-22.1% | $7,344+28.0% |