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 | $8,910 | $65,685-86.4% | $57,179-84.4% | $273,961-96.7% |
| Participation rate | 68.2% | 78.3%-10.2pp | 75.3%-7.2pp | 83.0%-14.8pp |
| Annual return | 4.64% | 21.99%-17.3pp | 14.59%-9.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $765 | $3,279-76.7% | $2,682-71.5% | $4,869-84.3% |
| Participant deferral / active EE | $3,280 | $3,782-13.3% | $3,096+5.9% | $5,287-38.0% |
| Admin fee / account holder | $380 | $4,835-92.1% | $3,139-87.9% | $10,132-96.3% |