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 | $22,681 | $136,307-83.4% | $106,619-78.7% | $273,961-91.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 6.19% | 11.05%-4.9pp | 9.42%-3.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $970 | $5,190-81.3% | $3,947-75.4% | $4,869-80.1% |
| Participant deferral / active EE | $2,978 | $4,969-40.1% | $3,930-24.2% | $5,287-43.7% |
| Admin fee / account holder | $747 | $8,625-91.3% | $6,418-88.4% | $10,132-92.6% |