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 | $20,425 | $98,240-79.2% | $82,313-75.2% | $147,584-86.2% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 12.92% | 30.85%-17.9pp | 25.88%-13.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,568 | $3,192-50.9% | $2,428-35.4% | $4,876-67.9% |
| Participant deferral / active EE | $1,791 | $4,383-59.1% | $3,706-51.7% | $5,439-67.1% |
| Admin fee / account holder | $11,529 | $8,563+34.6% | $5,608+105.6% | $10,885+5.9% |