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 | $10,172 | $90,503-88.8% | $78,689-87.1% | $273,961-96.3% |
| Participation rate | 10.0% | 76.5%-66.5pp | 73.6%-63.6pp | 83.0%-73.0pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,230 | $3,176-61.3% | $2,851-56.9% | $4,869-74.7% |
| Participant deferral / active EE | $2,054 | $3,901-47.4% | $3,517-41.6% | $5,287-61.2% |
| Admin fee / account holder | $22,040 | $5,263+318.8% | $4,510+388.6% | $10,132+117.5% |