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 | $11,274 | $135,952-91.7% | $123,892-90.9% | $273,961-95.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,383 | $5,170-34.6% | $4,617-26.7% | $4,869-30.5% |
| Participant deferral / active EE | $3,491 | $6,343-45.0% | $5,984-41.7% | $5,287-34.0% |
| Admin fee / account holder | $4,992 | $9,817-49.1% | $8,357-40.3% | $10,132-50.7% |