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 | $27,569 | $181,894-84.8% | $156,549-82.4% | $273,961-89.9% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 14.31% | 30.74%-16.4pp | 32.23%-17.9pp | 41.45%-27.1pp |
| Employer contribution / active EE | $3,463 | $6,248-44.6% | $5,501-37.1% | $4,869-28.9% |
| Participant deferral / active EE | $3,464 | $5,550-37.6% | $4,871-28.9% | $5,287-34.5% |
| Admin fee / account holder | $563 | $15,559-96.4% | $13,027-95.7% | $10,132-94.4% |