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 | $17,726 | $58,851-69.9% | $115,157-84.6% | $72,985-75.7% |
| Participation rate | 50.6% | 65.5%-14.9pp | 75.9%-25.3pp | 69.5%-18.9pp |
| Annual return | 21.29% | 23.16%-1.9pp | 35.60%-14.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $913 | $1,798-49.2% | $3,179-71.3% | $2,440-62.6% |
| Participant deferral / active EE | $1,767 | $2,643-33.1% | $4,168-57.6% | $3,607-51.0% |
| Admin fee / account holder | $1,544 | $6,370-75.8% | $7,088-78.2% | $5,124-69.9% |