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 | $17,469 | $60,349-71.1% | $74,183-76.5% | $62,891-72.2% |
| Participation rate | 65.7% | 72.7%-7.0pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 8.46% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $896 | $1,680-46.6% | $2,370-62.2% | $2,281-60.7% |
| Participant deferral / active EE | $1,849 | $2,856-35.3% | $3,550-47.9% | $3,203-42.3% |
| Admin fee / account holder | $2,893 | $4,261-32.1% | $5,586-48.2% | $4,296-32.7% |