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 | $22,150 | $78,422-71.8% | $95,952-76.9% | $79,858-72.3% |
| Participation rate | 69.4% | 73.5%-4.1pp | 77.1%-7.7pp | 69.6%-0.2pp |
| Annual return | 24.07% | 19.37%+4.7pp | 91.61%-67.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $638 | $1,945-67.2% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $2,906 | $3,440-15.5% | $4,167-30.3% | $3,740-22.3% |
| Admin fee / account holder | $326 | $5,622-94.2% | $6,795-95.2% | $5,306-93.8% |