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 | $16,217 | $181,894-91.1% | $156,549-89.6% | $273,961-94.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.68% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,012 | $6,248-67.8% | $5,501-63.4% | $4,869-58.7% |
| Participant deferral / active EE | $6,671 | $5,550+20.2% | $4,871+36.9% | $5,287+26.2% |
| Admin fee / account holder | $7,140 | $15,559-54.1% | $13,027-45.2% | $10,132-29.5% |