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 | $24,145 | $83,477-71.1% | $125,175-80.7% | $72,985-66.9% |
| Participation rate | 30.3% | 73.3%-43.0pp | 79.8%-49.5pp | 69.5%-39.2pp |
| Annual return | 21.08% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,568 | $2,345-33.1% | $3,865-59.4% | $2,440-35.7% |
| Participant deferral / active EE | $4,354 | $3,585+21.5% | $4,937-11.8% | $3,607+20.7% |
| Admin fee / account holder | $44,596 | $5,517+708.3% | $9,702+359.7% | $5,124+770.3% |