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 | $14,457 | $77,813-81.4% | $123,544-88.3% | $64,186-77.5% |
| Participation rate | 47.7% | 74.7%-27.0pp | 82.3%-34.6pp | 69.6%-21.8pp |
| Annual return | 3.81% | 12.48%-8.7pp | 119.20%-115.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $745 | $3,014-75.3% | $4,628-83.9% | $2,381-68.7% |
| Participant deferral / active EE | $3,914 | $5,240-25.3% | $6,426-39.1% | $3,470+12.8% |
| Admin fee / account holder | $818 | $5,519-85.2% | $9,284-91.2% | $4,888-83.3% |