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 | $14,744 | $93,346-84.2% | $71,796-79.5% | $273,961-94.6% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 6.58% | 130.39%-123.8pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $823 | $2,733-69.9% | $1,924-57.2% | $4,869-83.1% |
| Participant deferral / active EE | $1,680 | $3,475-51.6% | $2,794-39.9% | $5,287-68.2% |
| Admin fee / account holder | $911 | $6,571-86.1% | $4,815-81.1% | $10,132-91.0% |