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 | $15,844 | $89,753-82.3% | $107,525-85.3% | $84,808-81.3% |
| Participation rate | 46.9% | 68.1%-21.1pp | 75.1%-28.1pp | 68.3%-21.4pp |
| Annual return | 22.64% | 29.48%-6.8pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,365 | $3,113-56.1% | $3,754-63.6% | $2,631-48.1% |
| Participant deferral / active EE | $2,253 | $4,056-44.5% | $5,116-56.0% | $4,212-46.5% |
| Admin fee / account holder | $2,050 | $7,222-71.6% | $8,919-77.0% | $7,344-72.1% |