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 | $17,627 | $83,477-78.9% | $125,175-85.9% | $72,985-75.8% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.8pp |
| Annual return | 23.19% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,810 | $2,345+19.8% | $3,865-27.3% | $2,440+15.2% |
| Participant deferral / active EE | $4,827 | $3,585+34.6% | $4,937-2.2% | $3,607+33.8% |
| Admin fee / account holder | $15,345 | $5,517+178.1% | $9,702+58.2% | $5,124+199.5% |