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 | $26,049 | $132,239-80.3% | $105,722-75.4% | $273,961-90.5% |
| Participation rate | 55.0% | 83.2%-28.2pp | 78.9%-23.9pp | 83.0%-28.0pp |
| Annual return | 8.52% | 10.07%-1.5pp | 12.25%-3.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,636 | $4,867-66.4% | $4,079-59.9% | $4,869-66.4% |
| Participant deferral / active EE | $4,081 | $6,233-34.5% | $5,326-23.4% | $5,287-22.8% |
| Admin fee / account holder | $394 | $12,032-96.7% | $8,308-95.3% | $10,132-96.1% |