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 | $14,880 | $85,766-82.7% | $136,294-89.1% | $70,131-78.8% |
| Participation rate | 55.1% | 74.2%-19.1pp | 81.9%-26.8pp | 69.5%-14.4pp |
| Annual return | 15.59% | 31.45%-15.9pp | 5155.94%-5140.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,323 | $2,966-55.4% | $4,695-71.8% | $2,342-43.5% |
| Participant deferral / active EE | $2,324 | $5,051-54.0% | $6,247-62.8% | $3,332-30.2% |
| Admin fee / account holder | $1,380 | $5,420-74.5% | $9,243-85.1% | $4,645-70.3% |