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 | $16,675 | $89,355-81.3% | $141,162-88.2% | $72,985-77.2% |
| Participation rate | 53.3% | 75.1%-21.8pp | 82.5%-29.1pp | 69.5%-16.2pp |
| Annual return | 20.92% | 111.85%-90.9pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $835 | $3,114-73.2% | $4,735-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $3,806 | $5,418-29.8% | $6,709-43.3% | $3,607+5.5% |
| Admin fee / account holder | $8,787 | $5,958+47.5% | $10,261-14.4% | $5,124+71.5% |