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 | $39,272 | $123,793-68.3% | $177,821-77.9% | $79,858-50.8% |
| Participation rate | 49.0% | 84.7%-35.6pp | 87.7%-38.7pp | 69.6%-20.6pp |
| Annual return | 19.28% | 22.82%-3.5pp | 48.32%-29.0pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,361 | $4,095-66.8% | $5,918-77.0% | $2,471-44.9% |
| Participant deferral / active EE | $2,795 | $5,956-53.1% | $7,714-63.8% | $3,740-25.3% |
| Admin fee / account holder | $497 | $7,243-93.1% | $12,427-96.0% | $5,306-90.6% |