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 | $16,030 | $135,952-88.2% | $123,892-87.1% | $273,961-94.1% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 10.66% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,668 | $5,170-67.7% | $4,617-63.9% | $4,869-65.7% |
| Participant deferral / active EE | $5,567 | $6,343-12.2% | $5,984-7.0% | $5,287+5.3% |
| Admin fee / account holder | $746 | $9,817-92.4% | $8,357-91.1% | $10,132-92.6% |