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 | $11,792 | $153,311-92.3% | $109,313-89.2% | $273,961-95.7% |
| Participation rate | 37.5% | 80.1%-42.6pp | 71.3%-33.8pp | 83.0%-45.5pp |
| Annual return | 6.21% | 29.86%-23.6pp | 22.07%-15.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $899 | $5,619-84.0% | $3,892-76.9% | $4,869-81.5% |
| Participant deferral / active EE | $1,669 | $3,932-57.5% | $3,166-47.3% | $5,287-68.4% |
| Admin fee / account holder | $1,944 | $8,076-75.9% | $5,666-65.7% | $10,132-80.8% |