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 | $21,202 | $83,477-74.6% | $125,175-83.1% | $72,985-70.9% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.5%-0.3pp |
| Annual return | 21.77% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $984 | $2,345-58.0% | $3,865-74.5% | $2,440-59.7% |
| Participant deferral / active EE | $2,741 | $3,585-23.6% | $4,937-44.5% | $3,607-24.0% |
| Admin fee / account holder | $713 | $5,517-87.1% | $9,702-92.6% | $5,124-86.1% |