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 | $13,772 | $60,349-77.2% | $74,183-81.4% | $62,891-78.1% |
| Participation rate | 65.3% | 72.7%-7.4pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 6.49% | 21.37%-14.9pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,118 | $1,680-33.5% | $2,370-52.8% | $2,281-51.0% |
| Participant deferral / active EE | $1,541 | $2,856-46.0% | $3,550-56.6% | $3,203-51.9% |
| Admin fee / account holder | $685 | $4,261-83.9% | $5,586-87.7% | $4,296-84.1% |