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 5-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 | $10,087 | $61,605-83.6% | $112,229-91.0% | $75,163-86.6% |
| Participation rate | 41.1% | 61.7%-20.6pp | 72.4%-31.4pp | 67.2%-26.1pp |
| Annual return | 20.69% | 28.47%-7.8pp | 30.20%-9.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $740 | $2,015-63.3% | $3,430-78.4% | $2,670-72.3% |
| Participant deferral / active EE | $1,112 | $3,108-64.2% | $4,798-76.8% | $4,125-73.0% |
| Admin fee / account holder | $1,283 | $4,862-73.6% | $7,748-83.4% | $5,651-77.3% |