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 | $13,864 | $99,341-86.0% | $84,750-83.6% | $273,961-94.9% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,741 | $4,214-34.9% | $3,574-23.3% | $4,869-43.7% |
| Participant deferral / active EE | $6,251 | $4,269+46.4% | $3,712+68.4% | $5,287+18.2% |
| Admin fee / account holder | $596 | $6,644-91.0% | $5,332-88.8% | $10,132-94.1% |