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 | $24,718 | $181,894-86.4% | $156,549-84.2% | $273,961-91.0% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 10.08% | 30.74%-20.7pp | 32.23%-22.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,761 | $6,248-71.8% | $5,501-68.0% | $4,869-63.8% |
| Participant deferral / active EE | $4,012 | $5,550-27.7% | $4,871-17.6% | $5,287-24.1% |
| Admin fee / account holder | $432 | $15,559-97.2% | $13,027-96.7% | $10,132-95.7% |