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 | $16,062 | $57,828-72.2% | $117,039-86.3% | $70,131-77.1% |
| Participation rate | 56.5% | 67.1%-10.6pp | 77.2%-20.7pp | 69.5%-13.0pp |
| Annual return | 16.79% | 17.55%-0.8pp | 18.95%-2.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $776 | $1,816-57.2% | $3,785-79.5% | $2,342-66.9% |
| Participant deferral / active EE | $1,331 | $2,438-45.4% | $3,929-66.1% | $3,332-60.1% |
| Admin fee / account holder | $620 | $3,548-82.5% | $5,974-89.6% | $4,645-86.7% |