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 | $15,933 | $57,065-72.1% | $75,670-78.9% | $70,131-77.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 19.44% | 23.57%-4.1pp | 27.34%-7.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $613 | $1,817-66.3% | $2,352-74.0% | $2,342-73.8% |
| Participant deferral / active EE | $1,923 | $2,580-25.5% | $3,142-38.8% | $3,332-42.3% |
| Admin fee / account holder | $1,874 | $3,825-51.0% | $5,800-67.7% | $4,645-59.7% |