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 | $19,946 | $76,552-73.9% | $123,892-83.9% | $62,891-68.3% |
| Participation rate | 64.4% | 73.0%-8.6pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 17.04% | 18.68%-1.6pp | 47.52%-30.5pp | 20.14%-3.1pp |
| Employer contribution / active EE | $2,065 | $2,883-28.4% | $4,617-55.3% | $2,281-9.5% |
| Participant deferral / active EE | $3,805 | $4,840-21.4% | $5,984-36.4% | $3,203+18.8% |
| Admin fee / account holder | $873 | $4,826-81.9% | $8,357-89.6% | $4,296-79.7% |