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 | $20,322 | $85,766-76.3% | $136,294-85.1% | $70,131-71.0% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 23.83% | 31.45%-7.6pp | 5155.94%-5132.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $1,524 | $2,966-48.6% | $4,695-67.6% | $2,342-35.0% |
| Participant deferral / active EE | $2,619 | $5,051-48.2% | $6,247-58.1% | $3,332-21.4% |
| Admin fee / account holder | $1,451 | $5,420-73.2% | $9,243-84.3% | $4,645-68.8% |