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 | $15,515 | $135,952-88.6% | $123,892-87.5% | $273,961-94.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,176 | $5,170-57.9% | $4,617-52.9% | $4,869-55.3% |
| Participant deferral / active EE | $4,374 | $6,343-31.0% | $5,984-26.9% | $5,287-17.3% |
| Admin fee / account holder | $1,393 | $9,817-85.8% | $8,357-83.3% | $10,132-86.2% |