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 | $20,202 | $142,405-85.8% | $115,157-82.5% | $152,861-86.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 17.68% | 41.48%-23.8pp | 35.60%-17.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,005 | $4,010-74.9% | $3,179-68.4% | $4,762-78.9% |
| Participant deferral / active EE | $1,495 | $5,164-71.0% | $4,168-64.1% | $5,850-74.4% |
| Admin fee / account holder | $3,250 | $8,462-61.6% | $7,088-54.1% | $11,596-72.0% |