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 | $20,987 | $67,606-69.0% | $82,313-74.5% | $70,131-70.1% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 13.03% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.1pp |
| Employer contribution / active EE | $404 | $1,755-77.0% | $2,428-83.4% | $2,342-82.8% |
| Participant deferral / active EE | $1,931 | $2,987-35.3% | $3,706-47.9% | $3,332-42.0% |
| Admin fee / account holder | $2,551 | $4,512-43.5% | $5,608-54.5% | $4,645-45.1% |