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 | $16,506 | $113,339-85.4% | $94,993-82.6% | $147,584-88.8% |
| Participation rate | 58.8% | 78.0%-19.2pp | 73.9%-15.1pp | 82.8%-24.0pp |
| Annual return | 12.53% | 20.77%-8.2pp | 27.12%-14.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $328 | $3,160-89.6% | $2,603-87.4% | $4,876-93.3% |
| Participant deferral / active EE | $2,444 | $3,777-35.3% | $3,317-26.3% | $5,439-55.1% |
| Admin fee / account holder | $324 | $6,063-94.7% | $4,960-93.5% | $10,885-97.0% |