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 | $18,931 | $127,386-85.1% | $115,037-83.5% | $125,391-84.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.37% | 31.28%-30.9pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,748 | $5,166-66.2% | $4,608-62.1% | $4,866-64.1% |
| Participant deferral / active EE | $2,571 | $6,423-60.0% | $6,026-57.3% | $5,352-52.0% |
| Admin fee / account holder | $10,099 | $9,516+6.1% | $8,175+23.5% | $9,540+5.9% |