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 | $17,104 | $95,453-82.1% | $112,040-84.7% | $82,448-79.3% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.5%-56.5pp | 68.1%-48.1pp |
| Annual return | 15.15% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,356 | $2,318-41.5% | $2,954-54.1% | $2,551-46.8% |
| Participant deferral / active EE | $2,347 | $4,224-44.4% | $5,098-54.0% | $4,139-43.3% |
| Admin fee / account holder | $13,028 | $9,013+44.5% | $12,098+7.7% | $7,234+80.1% |