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 | $16,701 | $60,349-72.3% | $74,183-77.5% | $62,891-73.4% |
| Participation rate | 65.4% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 7.81% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $732 | $1,680-56.5% | $2,370-69.1% | $2,281-67.9% |
| Participant deferral / active EE | $1,797 | $2,856-37.1% | $3,550-49.4% | $3,203-43.9% |
| Admin fee / account holder | $1,004 | $4,261-76.4% | $5,586-82.0% | $4,296-76.6% |