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 | $24,845 | $181,894-86.3% | $156,549-84.1% | $273,961-90.9% |
| Participation rate | 13.0% | 88.4%-75.3pp | 84.0%-71.0pp | 83.0%-70.0pp |
| Annual return | 7.75% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,330 | $6,248-62.7% | $5,501-57.7% | $4,869-52.1% |
| Participant deferral / active EE | $4,635 | $5,550-16.5% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $1,017 | $15,559-93.5% | $13,027-92.2% | $10,132-90.0% |