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 | $17,228 | $232,540-92.6% | $185,117-90.7% | $147,584-88.3% |
| Participation rate | 61.9% | 82.4%-20.4pp | 77.3%-15.4pp | 82.8%-20.9pp |
| Annual return | 9.22% | 43.03%-33.8pp | 40.50%-31.3pp | 578.55%-569.3pp |
| Employer contribution / active EE | $586 | $5,195-88.7% | $4,182-86.0% | $4,876-88.0% |
| Participant deferral / active EE | $1,641 | $5,834-71.9% | $5,045-67.5% | $5,439-69.8% |
| Admin fee / account holder | $538 | $10,275-94.8% | $8,159-93.4% | $10,885-95.1% |