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 | $18,613 | $153,772-87.9% | $133,980-86.1% | $273,961-93.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 11.57% | 36.51%-24.9pp | 29.30%-17.7pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,398 | $6,029-76.8% | $5,211-73.2% | $4,869-71.3% |
| Participant deferral / active EE | $2,806 | $6,958-59.7% | $6,282-55.3% | $5,287-46.9% |
| Admin fee / account holder | $408 | $11,765-96.5% | $9,324-95.6% | $10,132-96.0% |