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 | $13,334 | $57,828-76.9% | $117,039-88.6% | $70,131-81.0% |
| Participation rate | 38.5% | 67.1%-28.7pp | 77.2%-38.7pp | 69.5%-31.1pp |
| Annual return | 17.82% | 17.55%+0.3pp | 18.95%-1.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $966 | $1,816-46.8% | $3,785-74.5% | $2,342-58.8% |
| Participant deferral / active EE | $1,226 | $2,438-49.7% | $3,929-68.8% | $3,332-63.2% |
| Admin fee / account holder | $1,342 | $3,548-62.2% | $5,974-77.5% | $4,645-71.1% |