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 | $14,226 | $84,233-83.1% | $170,442-91.7% | $70,131-79.7% |
| Participation rate | 55.8% | 70.8%-15.1pp | 83.6%-27.8pp | 69.5%-13.8pp |
| Annual return | 33.76% | 23.06%+10.7pp | 205.93%-172.2pp | 73.14%-39.4pp |
| Employer contribution / active EE | $1,442 | $3,387-57.4% | $5,433-73.5% | $2,342-38.4% |
| Participant deferral / active EE | $2,447 | $3,086-20.7% | $4,939-50.5% | $3,332-26.6% |
| Admin fee / account holder | $1,033 | $5,698-81.9% | $13,880-92.6% | $4,645-77.8% |