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 | $12,480 | $90,503-86.2% | $78,689-84.1% | $273,961-95.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 11.72% | 75.60%-63.9pp | 62.18%-50.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $730 | $3,176-77.0% | $2,851-74.4% | $4,869-85.0% |
| Participant deferral / active EE | $2,140 | $3,901-45.1% | $3,517-39.1% | $5,287-59.5% |
| Admin fee / account holder | $2,815 | $5,263-46.5% | $4,510-37.6% | $10,132-72.2% |