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 | $16,836 | $93,346-82.0% | $71,796-76.5% | $273,961-93.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 12.67% | 130.39%-117.7pp | 78.04%-65.4pp | 41.45%-28.8pp |
| Employer contribution / active EE | $1,264 | $2,733-53.8% | $1,924-34.3% | $4,869-74.0% |
| Participant deferral / active EE | $4,522 | $3,475+30.1% | $2,794+61.8% | $5,287-14.5% |
| Admin fee / account holder | $411 | $6,571-93.7% | $4,815-91.5% | $10,132-95.9% |