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 | $16,815 | $89,355-81.2% | $141,162-88.1% | $72,985-77.0% |
| Participation rate | 68.2% | 75.1%-6.9pp | 82.5%-14.3pp | 69.5%-1.3pp |
| Annual return | 38.13% | 111.85%-73.7pp | 71.39%-33.3pp | 81.00%-42.9pp |
| Employer contribution / active EE | $3,102 | $3,114-0.4% | $4,735-34.5% | $2,440+27.1% |
| Participant deferral / active EE | $5,982 | $5,418+10.4% | $6,709-10.8% | $3,607+65.8% |
| Admin fee / account holder | $2,572 | $5,958-56.8% | $10,261-74.9% | $5,124-49.8% |