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 | $9,594 | $90,503-89.4% | $78,689-87.8% | $273,961-96.5% |
| Participation rate | 11.1% | 76.5%-65.4pp | 73.6%-62.5pp | 83.0%-71.9pp |
| Annual return | 6.38% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,719 | $3,176-45.9% | $2,851-39.7% | $4,869-64.7% |
| Participant deferral / active EE | $2,207 | $3,901-43.4% | $3,517-37.2% | $5,287-58.2% |
| Admin fee / account holder | $136,615 | $5,263+2495.7% | $4,510+2928.9% | $10,132+1248.4% |