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 | $27,043 | $95,803-71.8% | $113,168-76.1% | $84,808-68.1% |
| Participation rate | 60.8% | 72.9%-12.1pp | 76.6%-15.8pp | 68.3%-7.5pp |
| Annual return | 20.81% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $702 | $2,360-70.3% | $2,975-76.4% | $2,631-73.3% |
| Participant deferral / active EE | $3,385 | $4,242-20.2% | $5,107-33.7% | $4,212-19.6% |
| Admin fee / account holder | $6,607 | $8,989-26.5% | $12,068-45.2% | $7,344-10.0% |