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 | $8,054 | $72,012-88.8% | $185,823-95.7% | $79,858-89.9% |
| Participation rate | 61.0% | 65.8%-4.7pp | 78.0%-17.0pp | 69.6%-8.6pp |
| Annual return | 27.93% | 23.12%+4.8pp | 35.95%-8.0pp | 31.71%-3.8pp |
| Employer contribution / active EE | $1,031 | $1,965-47.5% | $4,087-74.8% | $2,471-58.3% |
| Participant deferral / active EE | $1,662 | $3,779-56.0% | $5,632-70.5% | $3,740-55.6% |
| Admin fee / account holder | $1,990 | $4,513-55.9% | $9,500-79.1% | $5,306-62.5% |