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 | $13,621 | $77,813-82.5% | $123,544-89.0% | $64,186-78.8% |
| Participation rate | 36.0% | 74.7%-38.7pp | 82.3%-46.3pp | 69.6%-33.6pp |
| Annual return | 3.89% | 12.48%-8.6pp | 119.20%-115.3pp | 7.63%-3.7pp |
| Employer contribution / active EE | $3,387 | $3,014+12.4% | $4,628-26.8% | $2,381+42.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,015 | $5,519-45.4% | $9,284-67.5% | $4,888-38.3% |