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 | $12,234 | $135,952-91.0% | $123,892-90.1% | $273,961-95.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 89.17% | 56.63%+32.5pp | 47.52%+41.7pp | 41.45%+47.7pp |
| Employer contribution / active EE | $1,983 | $5,170-61.6% | $4,617-57.0% | $4,869-59.3% |
| Participant deferral / active EE | $3,177 | $6,343-49.9% | $5,984-46.9% | $5,287-39.9% |
| Admin fee / account holder | $1,911 | $9,817-80.5% | $8,357-77.1% | $10,132-81.1% |