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 | $16,822 | $76,552-78.0% | $123,892-86.4% | $62,891-73.3% |
| Participation rate | 59.6% | 73.0%-13.4pp | 81.4%-21.8pp | 69.3%-9.7pp |
| Annual return | 8.84% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,264 | $2,883-21.5% | $4,617-51.0% | $2,281-0.7% |
| Participant deferral / active EE | $4,059 | $4,840-16.1% | $5,984-32.2% | $3,203+26.7% |
| Admin fee / account holder | $979 | $4,826-79.7% | $8,357-88.3% | $4,296-77.2% |