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 | $10,549 | $77,634-86.4% | $156,549-93.3% | $62,891-83.2% |
| Participation rate | 68.4% | 71.2%-2.8pp | 84.0%-15.6pp | 69.3%-0.9pp |
| Annual return | 5.68% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,738 | $3,444-49.5% | $5,501-68.4% | $2,281-23.8% |
| Participant deferral / active EE | $3,830 | $3,045+25.8% | $4,871-21.4% | $3,203+19.6% |
| Admin fee / account holder | $5,306 | $5,561-4.6% | $13,027-59.3% | $4,296+23.5% |