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 | $8,582 | $53,018-83.8% | $70,014-87.7% | $62,891-86.4% |
| Participation rate | 50.0% | 67.2%-17.2pp | 71.8%-21.8pp | 69.3%-19.3pp |
| Annual return | 45.79% | 13.35%+32.4pp | 12.99%+32.8pp | 20.14%+25.6pp |
| Employer contribution / active EE | $1,573 | $1,799-12.6% | $2,338-32.7% | $2,281-31.1% |
| Participant deferral / active EE | $2,565 | $2,395+7.1% | $2,931-12.5% | $3,203-19.9% |
| Admin fee / account holder | $982 | $3,690-73.4% | $4,380-77.6% | $4,296-77.1% |