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 | $19,665 | $76,367-74.2% | $93,606-79.0% | $72,985-73.1% |
| Participation rate | 45.9% | 71.7%-25.8pp | 75.8%-29.9pp | 69.5%-23.6pp |
| Annual return | 23.74% | 25.82%-2.1pp | 32.76%-9.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $891 | $2,275-60.8% | $2,718-67.2% | $2,440-63.5% |
| Participant deferral / active EE | $2,461 | $3,538-30.4% | $4,069-39.5% | $3,607-31.8% |
| Admin fee / account holder | $809 | $6,838-88.2% | $7,888-89.7% | $5,124-84.2% |