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 | $9,947 | $88,707-88.8% | $74,183-86.6% | $273,961-96.4% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.6%-20.4pp | 83.0%-26.8pp |
| Annual return | 6.84% | 11.94%-5.1pp | 17.74%-10.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,388 | $3,159-56.1% | $2,370-41.4% | $4,869-71.5% |
| Participant deferral / active EE | $1,982 | $4,212-53.0% | $3,550-44.2% | $5,287-62.5% |
| Admin fee / account holder | $1,582 | $8,717-81.9% | $5,586-71.7% | $10,132-84.4% |