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 3-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 | $11,354 | $86,944-86.9% | $107,525-89.4% | $74,304-84.7% |
| Participation rate | 55.4% | 59.6%-4.2pp | 75.1%-19.7pp | 60.3%-5.0pp |
| Annual return | 21.56% | 23.52%-2.0pp | 181.32%-159.8pp | 29.43%-7.9pp |
| Employer contribution / active EE | $1,215 | $2,757-55.9% | $3,754-67.6% | $2,241-45.8% |
| Participant deferral / active EE | $1,884 | $3,554-47.0% | $5,116-63.2% | $3,767-50.0% |
| Admin fee / account holder | $1,545 | $3,727-58.5% | $8,919-82.7% | $2,969-47.9% |