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 | $12,725 | $96,557-86.8% | $80,975-84.3% | $273,961-95.4% |
| Participation rate | 41.7% | 79.1%-37.4pp | 75.8%-34.1pp | 83.0%-41.3pp |
| Annual return | 9.67% | 15.14%-5.5pp | 17.10%-7.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,095 | $4,868-77.5% | $3,714-70.5% | $4,869-77.5% |
| Participant deferral / active EE | $1,630 | $6,598-75.3% | $5,696-71.4% | $5,287-69.2% |
| Admin fee / account holder | $2,102 | $7,492-71.9% | $5,516-61.9% | $10,132-79.3% |