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 | $8,263 | $58,512-85.9% | $84,015-90.2% | $72,985-88.7% |
| Participation rate | 59.4% | 61.2%-1.9pp | 69.0%-9.6pp | 69.5%-10.1pp |
| Annual return | 32.28% | 28.93%+3.3pp | 71.31%-39.0pp | 81.00%-48.7pp |
| Employer contribution / active EE | $400 | $1,163-65.6% | $1,983-79.8% | $2,440-83.6% |
| Participant deferral / active EE | $1,397 | $2,394-41.7% | $3,239-56.9% | $3,607-61.3% |
| Admin fee / account holder | $1,243 | $4,569-72.8% | $6,101-79.6% | $5,124-75.7% |