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 | $18,043 | $65,365-72.4% | $92,893-80.6% | $72,985-75.3% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 24.57% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,871 | $2,594-27.9% | $3,653-48.8% | $2,440-23.3% |
| Participant deferral / active EE | $2,071 | $3,128-33.8% | $4,236-51.1% | $3,607-42.6% |
| Admin fee / account holder | $523 | $4,251-87.7% | $5,794-91.0% | $5,124-89.8% |