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 | $12,773 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 67.2% | 70.1%-2.8pp | 82.6%-15.4pp | 69.5%-2.2pp |
| Annual return | 21.25% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.7pp |
| Employer contribution / active EE | $936 | $3,324-71.8% | $5,143-81.8% | $2,440-61.6% |
| Participant deferral / active EE | $1,711 | $3,260-47.5% | $5,198-67.1% | $3,607-52.6% |
| Admin fee / account holder | $1,885 | $5,884-68.0% | $13,954-86.5% | $5,124-63.2% |