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 | $10,483 | $77,634-86.5% | $156,549-93.3% | $62,891-83.3% |
| Participation rate | 59.6% | 71.2%-11.6pp | 84.0%-24.4pp | 69.3%-9.7pp |
| Annual return | 13.38% | 50.32%-36.9pp | 32.23%-18.8pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,061 | $3,444-69.2% | $5,501-80.7% | $2,281-53.5% |
| Participant deferral / active EE | $2,142 | $3,045-29.7% | $4,871-56.0% | $3,203-33.1% |
| Admin fee / account holder | $1,825 | $5,561-67.2% | $13,027-86.0% | $4,296-57.5% |