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 | $19,243 | $72,277-73.4% | $101,248-81.0% | $79,858-75.9% |
| Participation rate | 44.1% | 68.5%-24.3pp | 75.8%-31.7pp | 69.6%-25.5pp |
| Annual return | 12.77% | 22.30%-9.5pp | 46.47%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $831 | $2,692-69.1% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $1,645 | $3,282-49.9% | $4,370-62.4% | $3,740-56.0% |
| Admin fee / account holder | $2,242 | $4,400-49.0% | $5,945-62.3% | $5,306-57.7% |