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 | $10,296 | $88,707-88.4% | $74,183-86.1% | $273,961-96.2% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | 3.33% | 11.94%-8.6pp | 17.74%-14.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,778 | $3,159-43.7% | $2,370-25.0% | $4,869-63.5% |
| Participant deferral / active EE | $1,575 | $4,212-62.6% | $3,550-55.6% | $5,287-70.2% |
| Admin fee / account holder | $6,347 | $8,717-27.2% | $5,586+13.6% | $10,132-37.4% |