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 | $12,723 | $77,634-83.6% | $156,549-91.9% | $62,891-79.8% |
| Participation rate | 54.1% | 71.2%-17.1pp | 84.0%-30.0pp | 69.3%-15.3pp |
| Annual return | 9.95% | 50.32%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,249 | $3,444-34.7% | $5,501-59.1% | $2,281-1.4% |
| Participant deferral / active EE | $2,610 | $3,045-14.3% | $4,871-46.4% | $3,203-18.5% |
| Admin fee / account holder | $1,075 | $5,561-80.7% | $13,027-91.7% | $4,296-75.0% |