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 | $10,791 | $47,848-77.4% | $81,478-86.8% | $70,131-84.6% |
| Participation rate | 54.9% | 58.3%-3.4pp | 68.0%-13.1pp | 69.5%-14.6pp |
| Annual return | 16.04% | 27.25%-11.2pp | 38.78%-22.7pp | 73.14%-57.1pp |
| Employer contribution / active EE | $381 | $1,527-75.1% | $2,568-85.2% | $2,342-83.7% |
| Participant deferral / active EE | $1,799 | $2,453-26.7% | $3,537-49.1% | $3,332-46.0% |
| Admin fee / account holder | $5,620 | $3,145+78.7% | $4,561+23.2% | $4,645+21.0% |