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 | $12,726 | $50,958-75.0% | $74,550-82.9% | $64,186-80.2% |
| Participation rate | 33.9% | 61.1%-27.2pp | 69.1%-35.2pp | 69.6%-35.7pp |
| Annual return | 32.30% | -1.86%+34.2pp | 32.53%-0.2pp | 7.63%+24.7pp |
| Employer contribution / active EE | $350 | $1,115-68.6% | $1,961-82.1% | $2,381-85.3% |
| Participant deferral / active EE | $2,249 | $2,301-2.3% | $3,108-27.6% | $3,470-35.2% |
| Admin fee / account holder | $1,390 | $4,223-67.1% | $5,060-72.5% | $4,888-71.6% |