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 | $10,883 | $54,762-80.1% | $90,281-87.9% | $72,985-85.1% |
| Participation rate | 57.1% | 65.1%-8.0pp | 73.3%-16.1pp | 69.5%-12.3pp |
| Annual return | 20.29% | 30.63%-10.3pp | 78.10%-57.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $555 | $2,092-73.5% | $2,854-80.6% | $2,440-77.2% |
| Participant deferral / active EE | $1,112 | $2,887-61.5% | $3,885-71.4% | $3,607-69.2% |
| Admin fee / account holder | $2,626 | $3,972-33.9% | $5,351-50.9% | $5,124-48.8% |