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 | $12,037 | $58,512-79.4% | $84,015-85.7% | $72,985-83.5% |
| Participation rate | 55.1% | 61.2%-6.1pp | 69.0%-13.9pp | 69.5%-14.4pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $795 | $1,163-31.6% | $1,983-59.9% | $2,440-67.4% |
| Participant deferral / active EE | $1,647 | $2,394-31.2% | $3,239-49.1% | $3,607-54.3% |
| Admin fee / account holder | $1,430 | $4,569-68.7% | $6,101-76.6% | $5,124-72.1% |