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 | $15,019 | $41,377-63.7% | $109,313-86.3% | $62,891-76.1% |
| Participation rate | 40.0% | 57.5%-17.5pp | 71.3%-31.3pp | 69.3%-29.3pp |
| Annual return | 6.31% | 11.05%-4.7pp | 22.07%-15.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,049 | $1,276-17.8% | $3,892-73.0% | $2,281-54.0% |
| Participant deferral / active EE | $1,738 | $2,045-15.0% | $3,166-45.1% | $3,203-45.7% |
| Admin fee / account holder | $8,240 | $2,884+185.7% | $5,666+45.4% | $4,296+91.8% |