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 | $15,668 | $124,281-87.4% | $109,143-85.6% | $167,490-90.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 12.91% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,046 | $4,207-75.1% | $3,722-71.9% | $4,837-78.4% |
| Participant deferral / active EE | $1,604 | $5,255-69.5% | $4,653-65.5% | $6,341-74.7% |
| Admin fee / account holder | $5,440 | $7,970-31.7% | $6,752-19.4% | $12,309-55.8% |