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 | $26,437 | $153,772-82.8% | $133,980-80.3% | $273,961-90.3% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 4.67% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,986 | $6,029-67.1% | $5,211-61.9% | $4,869-59.2% |
| Participant deferral / active EE | $2,949 | $6,958-57.6% | $6,282-53.1% | $5,287-44.2% |
| Admin fee / account holder | $1,799 | $11,765-84.7% | $9,324-80.7% | $10,132-82.2% |