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 | $10,253 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 64.9% | 70.1%-5.2pp | 82.6%-17.7pp | 69.5%-4.6pp |
| Annual return | 16.52% | 27.32%-10.8pp | 802.84%-786.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,433 | $3,324-56.9% | $5,143-72.1% | $2,440-41.3% |
| Participant deferral / active EE | $1,199 | $3,260-63.2% | $5,198-76.9% | $3,607-66.8% |
| Admin fee / account holder | $720 | $5,884-87.8% | $13,954-94.8% | $5,124-85.9% |