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 | $26,381 | $507,760-94.8% | $505,189-94.8% | $532,464-95.0% |
| Participation rate | 50.0% | 91.3%-41.3pp | 90.4%-40.4pp | 89.6%-39.6pp |
| Annual return | 21.50% | 13.03%+8.5pp | 13.03%+8.5pp | 10.38%+11.1pp |
| Employer contribution / active EE | $0 | $15,890-100.0% | $16,213-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $7,762 | $13,485-42.4% | $13,093-40.7% | $11,136-30.3% |
| Admin fee / account holder | $9,562 | $6,250+53.0% | $6,372+50.1% | $14,894-35.8% |