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 | $14,698 | $65,365-77.5% | $92,893-84.2% | $72,985-79.9% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 27.19% | 42.10%-14.9pp | 109.41%-82.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,419 | $2,594-45.3% | $3,653-61.2% | $2,440-41.8% |
| Participant deferral / active EE | $2,966 | $3,128-5.2% | $4,236-30.0% | $3,607-17.8% |
| Admin fee / account holder | $358 | $4,251-91.6% | $5,794-93.8% | $5,124-93.0% |