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 | $9,015 | $49,791-81.9% | $78,210-88.5% | $70,131-87.1% |
| Participation rate | 41.5% | 62.3%-20.8pp | 68.7%-27.3pp | 69.5%-28.1pp |
| Annual return | 21.17% | 20.75%+0.4pp | 40.90%-19.7pp | 73.14%-52.0pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,274 | $2,150-40.7% | $2,823-54.8% | $3,332-61.7% |
| Admin fee / account holder | $801 | $3,181-74.8% | $3,758-78.7% | $4,645-82.8% |