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 | $12,570 | $77,634-83.8% | $156,549-92.0% | $62,891-80.0% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 11.34% | 50.32%-39.0pp | 32.23%-20.9pp | 20.14%-8.8pp |
| Employer contribution / active EE | $743 | $3,444-78.4% | $5,501-86.5% | $2,281-67.4% |
| Participant deferral / active EE | $955 | $3,045-68.6% | $4,871-80.4% | $3,203-70.2% |
| Admin fee / account holder | $1,100 | $5,561-80.2% | $13,027-91.6% | $4,296-74.4% |