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 | $27,889 | $162,781-82.9% | $133,956-79.2% | $158,922-82.5% |
| Participation rate | 31.3% | 83.2%-52.0pp | 79.8%-48.6pp | 82.0%-50.7pp |
| Annual return | 11.19% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,844 | $4,975-62.9% | $3,919-52.9% | $4,761-61.3% |
| Participant deferral / active EE | $5,690 | $5,911-3.7% | $5,048+12.7% | $5,982-4.9% |
| Admin fee / account holder | $951 | $11,736-91.9% | $8,927-89.3% | $11,246-91.5% |