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 | $10,905 | $88,707-87.7% | $74,183-85.3% | $273,961-96.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 14.82% | 11.94%+2.9pp | 17.74%-2.9pp | 41.45%-26.6pp |
| Employer contribution / active EE | $1,184 | $3,159-62.5% | $2,370-50.1% | $4,869-75.7% |
| Participant deferral / active EE | $5,629 | $4,212+33.6% | $3,550+58.6% | $5,287+6.5% |
| Admin fee / account holder | $1,188 | $8,717-86.4% | $5,586-78.7% | $10,132-88.3% |