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 | $33,576 | $95,803-65.0% | $113,168-70.3% | $84,808-60.4% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 18.89% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,237 | $2,360-47.6% | $2,975-58.4% | $2,631-53.0% |
| Participant deferral / active EE | $3,479 | $4,242-18.0% | $5,107-31.9% | $4,212-17.4% |
| Admin fee / account holder | $2,225 | $8,989-75.3% | $12,068-81.6% | $7,344-69.7% |