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 | $13,265 | $115,882-88.6% | $100,516-86.8% | $158,922-91.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 11.74% | 34.79%-23.1pp | 30.89%-19.1pp | 302.83%-291.1pp |
| Employer contribution / active EE | $619 | $4,103-84.9% | $3,418-81.9% | $4,761-87.0% |
| Participant deferral / active EE | $2,040 | $6,674-69.4% | $6,270-67.5% | $5,982-65.9% |
| Admin fee / account holder | $564 | $10,995-94.9% | $8,081-93.0% | $11,246-95.0% |