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 | $14,605 | $72,177-79.8% | $115,037-87.3% | $59,632-75.5% |
| Participation rate | 61.0% | 72.6%-11.5pp | 81.4%-20.3pp | 68.7%-7.7pp |
| Annual return | 1.42% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $2,041 | $2,841-28.2% | $4,608-55.7% | $2,203-7.3% |
| Participant deferral / active EE | $3,670 | $4,783-23.3% | $6,026-39.1% | $3,192+15.0% |
| Admin fee / account holder | $1,548 | $4,927-68.6% | $8,175-81.1% | $4,297-64.0% |