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 | $10,464 | $65,685-84.1% | $57,179-81.7% | $273,961-96.2% |
| Participation rate | 69.2% | 78.3%-9.1pp | 75.3%-6.1pp | 83.0%-13.8pp |
| Annual return | 4.28% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,122 | $3,279-35.3% | $2,682-20.9% | $4,869-56.4% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $896 | $4,835-81.5% | $3,139-71.5% | $10,132-91.2% |