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 | $13,348 | $91,190-85.4% | $178,490-92.5% | $79,858-83.3% |
| Participation rate | 53.0% | 69.2%-16.2pp | 81.9%-28.9pp | 69.6%-16.6pp |
| Annual return | 14.54% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $863 | $3,256-73.5% | $5,011-82.8% | $2,471-65.1% |
| Participant deferral / active EE | $1,286 | $3,236-60.3% | $5,202-75.3% | $3,740-65.6% |
| Admin fee / account holder | $1,702 | $6,751-74.8% | $13,984-87.8% | $5,306-67.9% |