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 | $14,654 | $153,311-90.4% | $109,313-86.6% | $273,961-94.7% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 8.39% | 29.86%-21.5pp | 22.07%-13.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $868 | $5,619-84.6% | $3,892-77.7% | $4,869-82.2% |
| Participant deferral / active EE | $4,760 | $3,932+21.0% | $3,166+50.3% | $5,287-10.0% |
| Admin fee / account holder | $3,269 | $8,076-59.5% | $5,666-42.3% | $10,132-67.7% |