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 | $14,147 | $76,552-81.5% | $123,892-88.6% | $62,891-77.5% |
| Participation rate | 67.4% | 73.0%-5.6pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,881 | $2,883-34.8% | $4,617-59.3% | $2,281-17.5% |
| Participant deferral / active EE | $3,555 | $4,840-26.5% | $5,984-40.6% | $3,203+11.0% |
| Admin fee / account holder | $970 | $4,826-79.9% | $8,357-88.4% | $4,296-77.4% |