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 | $13,444 | $84,233-84.0% | $170,442-92.1% | $70,131-80.8% |
| Participation rate | 45.7% | 70.8%-25.1pp | 83.6%-37.9pp | 69.5%-23.8pp |
| Annual return | 18.15% | 23.06%-4.9pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $805 | $3,387-76.2% | $5,433-85.2% | $2,342-65.6% |
| Participant deferral / active EE | $1,175 | $3,086-61.9% | $4,939-76.2% | $3,332-64.7% |
| Admin fee / account holder | $2,138 | $5,698-62.5% | $13,880-84.6% | $4,645-54.0% |