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 | $12,296 | $49,227-75.0% | $70,449-82.5% | $79,858-84.6% |
| Participation rate | 25.8% | 69.2%-43.3pp | 75.1%-49.2pp | 69.6%-43.8pp |
| Annual return | 21.72% | 30.06%-8.3pp | 109.03%-87.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $505 | $2,099-75.9% | $2,737-81.6% | $2,471-79.6% |
| Participant deferral / active EE | $981 | $2,768-64.5% | $3,709-73.5% | $3,740-73.8% |
| Admin fee / account holder | $2,969 | $2,878+3.2% | $3,845-22.8% | $5,306-44.0% |