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 | $13,016 | $99,341-86.9% | $84,750-84.6% | $273,961-95.2% |
| Participation rate | 43.8% | 80.7%-36.9pp | 76.6%-32.8pp | 83.0%-39.3pp |
| Annual return | 9.71% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $831 | $4,214-80.3% | $3,574-76.8% | $4,869-82.9% |
| Participant deferral / active EE | $2,418 | $4,269-43.4% | $3,712-34.9% | $5,287-54.3% |
| Admin fee / account holder | $932 | $6,644-86.0% | $5,332-82.5% | $10,132-90.8% |