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 | $11,951 | $72,492-83.5% | $87,100-86.3% | $72,985-83.6% |
| Participation rate | 64.4% | 72.8%-8.4pp | 76.9%-12.5pp | 69.5%-5.1pp |
| Annual return | 23.18% | 24.46%-1.3pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $690 | $1,894-63.5% | $2,521-72.6% | $2,440-71.7% |
| Participant deferral / active EE | $2,073 | $3,270-36.6% | $4,049-48.8% | $3,607-42.5% |
| Admin fee / account holder | $2,731 | $5,055-46.0% | $7,497-63.6% | $5,124-46.7% |