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 | $20,528 | $60,349-66.0% | $74,183-72.3% | $62,891-67.4% |
| Participation rate | 30.6% | 72.7%-42.2pp | 76.6%-46.1pp | 69.3%-38.8pp |
| Annual return | 13.64% | 21.37%-7.7pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $491 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $1,375 | $2,856-51.9% | $3,550-61.3% | $3,203-57.1% |
| Admin fee / account holder | $1,958 | $4,261-54.1% | $5,586-65.0% | $4,296-54.4% |