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 | $15,114 | $56,110-73.1% | $94,993-84.1% | $70,131-78.4% |
| Participation rate | 53.1% | 65.0%-11.9pp | 73.9%-20.8pp | 69.5%-16.4pp |
| Annual return | 16.35% | 51.02%-34.7pp | 27.12%-10.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $787 | $1,442-45.4% | $2,603-69.8% | $2,342-66.4% |
| Participant deferral / active EE | $1,033 | $2,391-56.8% | $3,317-68.9% | $3,332-69.0% |
| Admin fee / account holder | $443 | $3,456-87.2% | $4,960-91.1% | $4,645-90.5% |