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 | $13,861 | $53,127-73.9% | $86,590-84.0% | $70,131-80.2% |
| Participation rate | 22.0% | 65.3%-43.3pp | 73.5%-51.5pp | 69.5%-47.5pp |
| Annual return | 20.79% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $656 | $2,068-68.3% | $2,839-76.9% | $2,342-72.0% |
| Participant deferral / active EE | $1,304 | $2,696-51.6% | $3,609-63.9% | $3,332-60.9% |
| Admin fee / account holder | $6,326 | $3,585+76.4% | $4,906+29.0% | $4,645+36.2% |