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 | $26,444 | $83,477-68.3% | $125,175-78.9% | $72,985-63.8% |
| Participation rate | 42.1% | 73.3%-31.2pp | 79.8%-37.7pp | 69.5%-27.4pp |
| Annual return | 21.19% | 25.78%-4.6pp | 43.79%-22.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $936 | $2,345-60.1% | $3,865-75.8% | $2,440-61.7% |
| Participant deferral / active EE | $1,626 | $3,585-54.6% | $4,937-67.1% | $3,607-54.9% |
| Admin fee / account holder | $3,610 | $5,517-34.6% | $9,702-62.8% | $5,124-29.6% |