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 | $11,734 | $76,552-84.7% | $123,892-90.5% | $62,891-81.3% |
| Participation rate | 27.6% | 73.0%-45.4pp | 81.4%-53.8pp | 69.3%-41.7pp |
| Annual return | 20.27% | 18.68%+1.6pp | 47.52%-27.2pp | 20.14%+0.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,407 | $4,840-29.6% | $5,984-43.1% | $3,203+6.4% |
| Admin fee / account holder | $749 | $4,826-84.5% | $8,357-91.0% | $4,296-82.6% |