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 | $18,207 | $105,630-82.8% | $87,507-79.2% | $273,961-93.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 5.23% | 12.25%-7.0pp | 12.21%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,560 | $3,141-50.3% | $2,550-38.8% | $4,869-68.0% |
| Participant deferral / active EE | $3,575 | $3,601-0.7% | $3,149+13.5% | $5,287-32.4% |
| Admin fee / account holder | $2,038 | $4,781-57.4% | $4,221-51.7% | $10,132-79.9% |