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 | $12,765 | $99,341-87.2% | $84,750-84.9% | $273,961-95.3% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 18.44% | 22.93%-4.5pp | 22.78%-4.3pp | 41.45%-23.0pp |
| Employer contribution / active EE | $1,368 | $4,214-67.5% | $3,574-61.7% | $4,869-71.9% |
| Participant deferral / active EE | $3,086 | $4,269-27.7% | $3,712-16.8% | $5,287-41.6% |
| Admin fee / account holder | $1,694 | $6,644-74.5% | $5,332-68.2% | $10,132-83.3% |