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 | $20,771 | $215,361-90.4% | $171,082-87.9% | $273,961-92.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | 2.78% | 25.14%-22.4pp | 32.56%-29.8pp | 41.45%-38.7pp |
| Employer contribution / active EE | $647 | $4,967-87.0% | $4,002-83.8% | $4,869-86.7% |
| Participant deferral / active EE | $1,687 | $5,543-69.6% | $4,797-64.8% | $5,287-68.1% |
| Admin fee / account holder | $9,566 | $10,846-11.8% | $8,520+12.3% | $10,132-5.6% |