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 3-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 | $18,381 | $81,460-77.4% | $103,333-82.2% | $80,856-77.3% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 17.43% | 25.55%-8.1pp | 24.88%-7.5pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,085 | $3,105-65.0% | $3,868-71.9% | $2,755-60.6% |
| Participant deferral / active EE | $3,665 | $3,869-5.3% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $752 | $6,566-88.6% | $8,355-91.0% | $6,918-89.1% |