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 | $8,033 | $93,346-91.4% | $71,796-88.8% | $273,961-97.1% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 8.83% | 130.39%-121.6pp | 78.04%-69.2pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,518 | $2,733-44.5% | $1,924-21.1% | $4,869-68.8% |
| Participant deferral / active EE | $1,578 | $3,475-54.6% | $2,794-43.5% | $5,287-70.1% |
| Admin fee / account holder | $415 | $6,571-93.7% | $4,815-91.4% | $10,132-95.9% |