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 | $14,958 | $58,523-74.4% | $99,443-85.0% | $72,985-79.5% |
| Participation rate | 63.6% | 64.6%-1.0pp | 73.8%-10.2pp | 69.5%-5.8pp |
| Annual return | 26.96% | 28.51%-1.5pp | 30.72%-3.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $994 | $1,512-34.3% | $2,540-60.9% | $2,440-59.3% |
| Participant deferral / active EE | $4,649 | $2,606+78.4% | $3,619+28.5% | $3,607+28.9% |
| Admin fee / account holder | $3,321 | $4,102-19.0% | $6,250-46.9% | $5,124-35.2% |