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 5-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 | $10,537 | $62,573-83.2% | $85,682-87.7% | $85,850-87.7% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.9%-18.8pp | 69.3%-18.2pp |
| Annual return | 13.02% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,329 | $1,757-24.3% | $2,618-49.2% | $2,565-48.2% |
| Participant deferral / active EE | $2,682 | $2,802-4.3% | $3,923-31.6% | $3,952-32.1% |
| Admin fee / account holder | $2,227 | $4,640-52.0% | $6,873-67.6% | $6,260-64.4% |