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 | $8,299 | $81,208-89.8% | $98,907-91.6% | $79,858-89.6% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 14.70% | 60.99%-46.3pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,294 | $1,960-34.0% | $2,689-51.9% | $2,471-47.6% |
| Participant deferral / active EE | $1,468 | $3,265-55.0% | $4,244-65.4% | $3,740-60.8% |
| Admin fee / account holder | $3,919 | $6,013-34.8% | $6,642-41.0% | $5,306-26.1% |