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 | $22,183 | $80,968-72.6% | $96,544-77.0% | $75,163-70.5% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 17.24% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,636 | $2,282-28.3% | $2,965-44.8% | $2,670-38.7% |
| Participant deferral / active EE | $3,673 | $3,928-6.5% | $4,851-24.3% | $4,125-11.0% |
| Admin fee / account holder | $738 | $6,724-89.0% | $8,252-91.1% | $5,651-86.9% |