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 | $10,654 | $63,346-83.2% | $92,233-88.4% | $70,131-84.8% |
| Participation rate | 52.7% | 68.7%-15.9pp | 76.5%-23.8pp | 69.5%-16.8pp |
| Annual return | 20.88% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,586 | $2,471-35.8% | $3,679-56.9% | $2,342-32.3% |
| Participant deferral / active EE | $2,188 | $2,854-23.3% | $3,897-43.9% | $3,332-34.3% |
| Admin fee / account holder | $1,342 | $3,840-65.1% | $5,194-74.2% | $4,645-71.1% |