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 | $12,546 | $58,927-78.7% | $76,817-83.7% | $72,985-82.8% |
| Participation rate | 60.5% | 67.3%-6.8pp | 72.1%-11.6pp | 69.5%-9.0pp |
| Annual return | 19.83% | 2305.64%-2285.8pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,528 | $1,787-14.5% | $2,302-33.6% | $2,440-37.4% |
| Participant deferral / active EE | $2,427 | $2,690-9.8% | $3,336-27.2% | $3,607-32.7% |
| Admin fee / account holder | $4,752 | $4,013+18.4% | $6,420-26.0% | $5,124-7.3% |