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 | $10,651 | $72,277-85.3% | $101,248-89.5% | $79,858-86.7% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 22.49% | 22.30%+0.2pp | 46.47%-24.0pp | 31.71%-9.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,790 | $3,282-45.4% | $4,370-59.0% | $3,740-52.1% |
| Admin fee / account holder | $607 | $4,400-86.2% | $5,945-89.8% | $5,306-88.6% |