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 | $13,065 | $93,071-86.0% | $74,583-82.5% | $273,961-95.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 1.98% | 26.18%-24.2pp | 20.47%-18.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,036 | $3,160-67.2% | $2,525-59.0% | $4,869-78.7% |
| Participant deferral / active EE | $1,316 | $4,160-68.4% | $3,458-62.0% | $5,287-75.1% |
| Admin fee / account holder | $5,872 | $5,272+11.4% | $4,138+41.9% | $10,132-42.0% |