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 | $12,873 | $85,766-85.0% | $136,294-90.6% | $70,131-81.6% |
| Participation rate | 27.6% | 74.2%-46.6pp | 81.9%-54.3pp | 69.5%-42.0pp |
| Annual return | 22.43% | 31.45%-9.0pp | 5155.94%-5133.5pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,223 | $2,966-58.8% | $4,695-74.0% | $2,342-47.8% |
| Participant deferral / active EE | $2,332 | $5,051-53.8% | $6,247-62.7% | $3,332-30.0% |
| Admin fee / account holder | $3,694 | $5,420-31.9% | $9,243-60.0% | $4,645-20.5% |