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 | $12,199 | $90,503-86.5% | $78,689-84.5% | $273,961-95.5% |
| Participation rate | 63.2% | 76.5%-13.4pp | 73.6%-10.4pp | 83.0%-19.9pp |
| Annual return | 2.96% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,711 | $3,176-14.6% | $2,851-4.9% | $4,869-44.3% |
| Participant deferral / active EE | $3,613 | $3,901-7.4% | $3,517+2.7% | $5,287-31.7% |
| Admin fee / account holder | $5,045 | $5,263-4.1% | $4,510+11.9% | $10,132-50.2% |