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 | $25,972 | $81,208-68.0% | $98,907-73.7% | $79,858-67.5% |
| Participation rate | 59.5% | 72.5%-13.0pp | 76.0%-16.6pp | 69.6%-10.2pp |
| Annual return | 10.61% | 60.99%-50.4pp | 196.43%-185.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,150 | $1,960-41.3% | $2,689-57.2% | $2,471-53.5% |
| Participant deferral / active EE | $2,151 | $3,265-34.1% | $4,244-49.3% | $3,740-42.5% |
| Admin fee / account holder | $3,298 | $6,013-45.2% | $6,642-50.3% | $5,306-37.9% |