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 | $9,232 | $90,503-89.8% | $78,689-88.3% | $273,961-96.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 14.86% | 75.60%-60.7pp | 62.18%-47.3pp | 41.45%-26.6pp |
| Employer contribution / active EE | $2,882 | $3,176-9.3% | $2,851+1.1% | $4,869-40.8% |
| Participant deferral / active EE | $3,394 | $3,901-13.0% | $3,517-3.5% | $5,287-35.8% |
| Admin fee / account holder | $2,849 | $5,263-45.9% | $4,510-36.8% | $10,132-71.9% |