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 | $29,079 | $91,552-68.2% | $133,956-78.3% | $79,858-63.6% |
| Participation rate | 64.3% | 73.3%-9.1pp | 79.8%-15.6pp | 69.6%-5.3pp |
| Annual return | 24.12% | 61.85%-37.7pp | 45.09%-21.0pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,305 | $2,384-45.3% | $3,919-66.7% | $2,471-47.2% |
| Participant deferral / active EE | $2,074 | $3,733-44.4% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $331 | $6,321-94.8% | $8,927-96.3% | $5,306-93.8% |