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 | $20,195 | $83,477-75.8% | $125,175-83.9% | $72,985-72.3% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.5%-14.7pp |
| Annual return | 36.45% | 25.78%+10.7pp | 43.79%-7.3pp | 81.00%-44.5pp |
| Employer contribution / active EE | $1,251 | $2,345-46.6% | $3,865-67.6% | $2,440-48.7% |
| Participant deferral / active EE | $3,315 | $3,585-7.5% | $4,937-32.8% | $3,607-8.1% |
| Admin fee / account holder | $1,572 | $5,517-71.5% | $9,702-83.8% | $5,124-69.3% |