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 | $13,325 | $91,190-85.4% | $178,490-92.5% | $79,858-83.3% |
| Participation rate | 59.6% | 69.2%-9.6pp | 81.9%-22.3pp | 69.6%-10.1pp |
| Annual return | 11.60% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,172 | $3,256-64.0% | $5,011-76.6% | $2,471-52.6% |
| Participant deferral / active EE | $2,672 | $3,236-17.4% | $5,202-48.6% | $3,740-28.5% |
| Admin fee / account holder | $8,442 | $6,751+25.1% | $13,984-39.6% | $5,306+59.1% |