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 | $22,876 | $72,404-68.4% | $110,238-79.2% | $64,186-64.4% |
| Participation rate | 57.9% | 73.3%-15.4pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | 10.50% | -6.29%+16.8pp | 314.74%-304.2pp | 7.63%+2.9pp |
| Employer contribution / active EE | $1,249 | $2,282-45.3% | $3,826-67.4% | $2,381-47.6% |
| Participant deferral / active EE | $1,648 | $3,469-52.5% | $4,672-64.7% | $3,470-52.5% |
| Admin fee / account holder | $426 | $5,664-92.5% | $8,547-95.0% | $4,888-91.3% |