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 | $16,963 | $66,310-74.4% | $93,606-81.9% | $65,185-74.0% |
| Participation rate | 42.0% | 74.0%-32.0pp | 75.8%-33.8pp | 70.2%-28.2pp |
| Annual return | 18.51% | 42.58%-24.1pp | 32.76%-14.2pp | 29.38%-10.9pp |
| Employer contribution / active EE | $877 | $2,012-56.4% | $2,718-67.7% | $2,177-59.7% |
| Participant deferral / active EE | $1,748 | $3,342-47.7% | $4,069-57.0% | $3,514-50.3% |
| Admin fee / account holder | $9,864 | $6,897+43.0% | $7,888+25.0% | $847+1064.4% |