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 | $13,732 | $64,348-78.7% | $90,160-84.8% | $70,131-80.4% |
| Participation rate | 55.8% | 70.4%-14.7pp | 76.9%-21.1pp | 69.5%-13.8pp |
| Annual return | 18.46% | 28.13%-9.7pp | 34.88%-16.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,997 | $4,389-31.7% | $5,288-43.3% | $3,332-10.0% |
| Admin fee / account holder | $3,371 | $3,944-14.5% | $5,943-43.3% | $4,645-27.4% |