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 | $36,962 | $148,978-75.2% | $200,582-81.6% | $84,808-56.4% |
| Participation rate | 57.1% | 84.2%-27.1pp | 86.9%-29.7pp | 68.3%-11.2pp |
| Annual return | 25.78% | 28.16%-2.4pp | 42.33%-16.6pp | 40.90%-15.1pp |
| Employer contribution / active EE | $1,990 | $4,815-58.7% | $6,419-69.0% | $2,631-24.4% |
| Participant deferral / active EE | $4,068 | $7,142-43.0% | $9,331-56.4% | $4,212-3.4% |
| Admin fee / account holder | $2,743 | $13,977-80.4% | $16,305-83.2% | $7,344-62.7% |