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 | $20,103 | $85,766-76.6% | $136,294-85.2% | $70,131-71.3% |
| Participation rate | 67.2% | 74.2%-7.0pp | 81.9%-14.8pp | 69.5%-2.4pp |
| Annual return | 17.04% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,086 | $2,966-63.4% | $4,695-76.9% | $2,342-53.6% |
| Participant deferral / active EE | $2,524 | $5,051-50.0% | $6,247-59.6% | $3,332-24.2% |
| Admin fee / account holder | $2,434 | $5,420-55.1% | $9,243-73.7% | $4,645-47.6% |