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 | $20,978 | $89,355-76.5% | $141,162-85.1% | $72,985-71.3% |
| Participation rate | 57.7% | 75.1%-17.4pp | 82.5%-24.8pp | 69.5%-11.8pp |
| Annual return | 26.29% | 111.85%-85.6pp | 71.39%-45.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,471 | $3,114-20.6% | $4,735-47.8% | $2,440+1.3% |
| Participant deferral / active EE | $4,038 | $5,418-25.5% | $6,709-39.8% | $3,607+11.9% |
| Admin fee / account holder | $1,391 | $5,958-76.7% | $10,261-86.4% | $5,124-72.9% |