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 | $26,619 | $176,812-84.9% | $146,665-81.9% | $167,490-84.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 80.1%-35.6pp | 82.1%-37.7pp |
| Annual return | 9.30% | 24.03%-14.7pp | 22.74%-13.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,232 | $5,160-76.1% | $4,136-70.2% | $4,837-74.5% |
| Participant deferral / active EE | $2,057 | $6,440-68.1% | $5,506-62.6% | $6,341-67.6% |
| Admin fee / account holder | $1,556 | $13,259-88.3% | $10,280-84.9% | $12,309-87.4% |