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 | $18,696 | $93,346-80.0% | $71,796-74.0% | $273,961-93.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 7.19% | 130.39%-123.2pp | 78.04%-70.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,086 | $2,733-60.3% | $1,924-43.5% | $4,869-77.7% |
| Participant deferral / active EE | $2,752 | $3,475-20.8% | $2,794-1.5% | $5,287-47.9% |
| Admin fee / account holder | $708 | $6,571-89.2% | $4,815-85.3% | $10,132-93.0% |