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 | $21,324 | $78,705-72.9% | $117,854-81.9% | $70,131-69.6% |
| Participation rate | 31.4% | 73.2%-41.8pp | 79.7%-48.2pp | 69.5%-38.1pp |
| Annual return | 12.64% | 23.30%-10.7pp | 335.08%-322.4pp | 73.14%-60.5pp |
| Employer contribution / active EE | $784 | $2,223-64.7% | $3,786-79.3% | $2,342-66.5% |
| Participant deferral / active EE | $1,840 | $3,297-44.2% | $4,482-59.0% | $3,332-44.8% |
| Admin fee / account holder | $11,301 | $5,065+123.1% | $8,020+40.9% | $4,645+143.3% |