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 | $14,014 | $57,065-75.4% | $75,670-81.5% | $70,131-80.0% |
| Participation rate | 62.8% | 68.1%-5.3pp | 72.3%-9.6pp | 69.5%-6.8pp |
| Annual return | 18.63% | 23.57%-4.9pp | 27.34%-8.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,248 | $1,817-31.3% | $2,352-46.9% | $2,342-46.7% |
| Participant deferral / active EE | $2,173 | $2,580-15.8% | $3,142-30.8% | $3,332-34.8% |
| Admin fee / account holder | $651 | $3,825-83.0% | $5,800-88.8% | $4,645-86.0% |