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 | $6,239 | $32,037-80.5% | $69,182-91.0% | $62,891-90.1% |
| Participation rate | 25.4% | 43.4%-18.0pp | 55.1%-29.7pp | 69.3%-43.9pp |
| Annual return | 13.78% | 15.16%-1.4pp | -21.93%+35.7pp | 20.14%-6.4pp |
| Employer contribution / active EE | $308 | $679-54.6% | $1,206-74.5% | $2,281-86.5% |
| Participant deferral / active EE | $714 | $1,185-39.8% | $1,897-62.4% | $3,203-77.7% |
| Admin fee / account holder | $301 | $2,608-88.5% | $2,697-88.8% | $4,296-93.0% |