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 | $15,907 | $127,386-87.5% | $115,037-86.2% | $125,391-87.3% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 1.99% | 31.28%-29.3pp | 26.14%-24.2pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,598 | $5,166-69.1% | $4,608-65.3% | $4,866-67.2% |
| Participant deferral / active EE | $2,202 | $6,423-65.7% | $6,026-63.5% | $5,352-58.8% |
| Admin fee / account holder | $3,411 | $9,516-64.2% | $8,175-58.3% | $9,540-64.2% |