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 | $22,400 | $181,894-87.7% | $156,549-85.7% | $273,961-91.8% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,144 | $6,248-65.7% | $5,501-61.0% | $4,869-56.0% |
| Participant deferral / active EE | $3,314 | $5,550-40.3% | $4,871-32.0% | $5,287-37.3% |
| Admin fee / account holder | $4,362 | $15,559-72.0% | $13,027-66.5% | $10,132-56.9% |