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 | $9,815 | $56,277-82.6% | $80,975-87.9% | $62,891-84.4% |
| Participation rate | 36.7% | 69.0%-32.3pp | 75.8%-39.1pp | 69.3%-32.6pp |
| Annual return | 34.77% | 22.12%+12.6pp | 17.10%+17.7pp | 20.14%+14.6pp |
| Employer contribution / active EE | $796 | $1,943-59.0% | $3,714-78.6% | $2,281-65.1% |
| Participant deferral / active EE | $2,753 | $4,195-34.4% | $5,696-51.7% | $3,203-14.0% |
| Admin fee / account holder | $840 | $3,741-77.5% | $5,516-84.8% | $4,296-80.4% |