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 | $10,487 | $47,944-78.1% | $67,834-84.5% | $62,891-83.3% |
| Participation rate | 28.0% | 61.1%-33.1pp | 68.8%-40.8pp | 69.3%-41.3pp |
| Annual return | 10.72% | 11.77%-1.0pp | 138.47%-127.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $372 | $1,562-76.2% | $2,403-84.5% | $2,281-83.7% |
| Participant deferral / active EE | $1,864 | $2,247-17.0% | $3,160-41.0% | $3,203-41.8% |
| Admin fee / account holder | $839 | $3,712-77.4% | $4,622-81.9% | $4,296-80.5% |