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 | $10,459 | $60,349-82.7% | $74,183-85.9% | $62,891-83.4% |
| Participation rate | 68.9% | 72.7%-3.9pp | 76.6%-7.8pp | 69.3%-0.5pp |
| Annual return | 17.38% | 21.37%-4.0pp | 17.74%-0.4pp | 20.14%-2.8pp |
| Employer contribution / active EE | $2,194 | $1,680+30.6% | $2,370-7.4% | $2,281-3.8% |
| Participant deferral / active EE | $3,650 | $2,856+27.8% | $3,550+2.8% | $3,203+14.0% |
| Admin fee / account holder | $1,040 | $4,261-75.6% | $5,586-81.4% | $4,296-75.8% |