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 | $13,751 | $72,277-81.0% | $101,248-86.4% | $79,858-82.8% |
| Participation rate | 54.8% | 68.5%-13.6pp | 75.8%-21.0pp | 69.6%-14.8pp |
| Annual return | 11.56% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $683 | $2,692-74.6% | $3,660-81.3% | $2,471-72.4% |
| Participant deferral / active EE | $1,849 | $3,282-43.6% | $4,370-57.7% | $3,740-50.6% |
| Admin fee / account holder | $4,005 | $4,400-9.0% | $5,945-32.6% | $5,306-24.5% |