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 | $26,660 | $83,477-68.1% | $125,175-78.7% | $72,985-63.5% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 22.34% | 25.78%-3.4pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,098 | $2,345-53.2% | $3,865-71.6% | $2,440-55.0% |
| Participant deferral / active EE | $3,678 | $3,585+2.6% | $4,937-25.5% | $3,607+2.0% |
| Admin fee / account holder | $1,174 | $5,517-78.7% | $9,702-87.9% | $5,124-77.1% |