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 | $18,495 | $105,630-82.5% | $87,507-78.9% | $273,961-93.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 2.58% | 12.25%-9.7pp | 12.21%-9.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,181 | $3,141-62.4% | $2,550-53.7% | $4,869-75.7% |
| Participant deferral / active EE | $3,675 | $3,601+2.1% | $3,149+16.7% | $5,287-30.5% |
| Admin fee / account holder | $66,736 | $4,781+1295.9% | $4,221+1481.2% | $10,132+558.7% |