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 | $11,561 | $115,882-90.0% | $100,516-88.5% | $158,922-92.7% |
| Participation rate | 64.7% | 81.6%-16.9pp | 79.4%-14.7pp | 82.0%-17.3pp |
| Annual return | 12.99% | 34.79%-21.8pp | 30.89%-17.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $992 | $4,103-75.8% | $3,418-71.0% | $4,761-79.2% |
| Participant deferral / active EE | $2,243 | $6,674-66.4% | $6,270-64.2% | $5,982-62.5% |
| Admin fee / account holder | $848 | $10,995-92.3% | $8,081-89.5% | $11,246-92.5% |