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 | $20,031 | $85,766-76.6% | $136,294-85.3% | $70,131-71.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 23.42% | 31.45%-8.0pp | 5155.94%-5132.5pp | 73.14%-49.7pp |
| Employer contribution / active EE | $1,334 | $2,966-55.0% | $4,695-71.6% | $2,342-43.1% |
| Participant deferral / active EE | $3,886 | $5,051-23.1% | $6,247-37.8% | $3,332+16.7% |
| Admin fee / account holder | $1,458 | $5,420-73.1% | $9,243-84.2% | $4,645-68.6% |