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 | $11,081 | $48,076-77.0% | $78,689-85.9% | $62,891-82.4% |
| Participation rate | 69.0% | 65.2%+3.8pp | 73.6%-4.6pp | 69.3%-0.3pp |
| Annual return | 13.29% | 31.35%-18.1pp | 62.18%-48.9pp | 20.14%-6.9pp |
| Employer contribution / active EE | $1,901 | $2,015-5.6% | $2,851-33.3% | $2,281-16.6% |
| Participant deferral / active EE | $3,621 | $2,588+39.9% | $3,517+3.0% | $3,203+13.1% |
| Admin fee / account holder | $566 | $3,207-82.3% | $4,510-87.4% | $4,296-86.8% |