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 | $12,130 | $72,177-83.2% | $115,037-89.5% | $59,632-79.7% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | 4.79% | 12.02%-7.2pp | 26.14%-21.4pp | 2041.28%-2036.5pp |
| Employer contribution / active EE | $1,915 | $2,841-32.6% | $4,608-58.4% | $2,203-13.1% |
| Participant deferral / active EE | $2,137 | $4,783-55.3% | $6,026-64.5% | $3,192-33.0% |
| Admin fee / account holder | $378 | $4,927-92.3% | $8,175-95.4% | $4,297-91.2% |