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 | $11,779 | $69,977-83.2% | $108,579-89.2% | $62,891-81.3% |
| Participation rate | 56.1% | 72.9%-16.8pp | 79.6%-23.4pp | 69.3%-13.2pp |
| Annual return | 9.23% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,447 | $2,135-32.2% | $3,758-61.5% | $2,281-36.5% |
| Participant deferral / active EE | $2,166 | $3,165-31.6% | $4,311-49.8% | $3,203-32.4% |
| Admin fee / account holder | $2,891 | $5,076-43.0% | $7,645-62.2% | $4,296-32.7% |