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 | $25,032 | $87,037-71.2% | $106,201-76.4% | $80,874-69.0% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.6%-3.4pp |
| Annual return | 12.90% | 17.05%-4.2pp | 116.26%-103.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,726 | $2,396-28.0% | $3,170-45.5% | $2,756-37.4% |
| Participant deferral / active EE | $2,762 | $3,986-30.7% | $5,012-44.9% | $4,297-35.7% |
| Admin fee / account holder | $5,026 | $8,434-40.4% | $11,039-54.5% | $6,935-27.5% |