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 | $13,391 | $153,311-91.3% | $109,313-87.7% | $273,961-95.1% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 5.46% | 29.86%-24.4pp | 22.07%-16.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,637 | $5,619-70.9% | $3,892-57.9% | $4,869-66.4% |
| Participant deferral / active EE | $3,767 | $3,932-4.2% | $3,166+19.0% | $5,287-28.8% |
| Admin fee / account holder | $11,080 | $8,076+37.2% | $5,666+95.5% | $10,132+9.4% |