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 | $10,873 | $106,890-89.8% | $84,015-87.1% | $152,861-92.9% |
| Participation rate | 68.2% | 75.2%-7.1pp | 69.0%-0.8pp | 82.4%-14.3pp |
| Annual return | 21.90% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $563 | $2,734-79.4% | $1,983-71.6% | $4,762-88.2% |
| Participant deferral / active EE | $1,305 | $4,011-67.5% | $3,239-59.7% | $5,850-77.7% |
| Admin fee / account holder | $341 | $8,285-95.9% | $6,101-94.4% | $11,596-97.1% |