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 | $11,450 | $86,929-86.8% | $102,423-88.8% | $80,856-85.8% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.6%-34.3pp |
| Annual return | 19.28% | 18.88%+0.4pp | 29.32%-10.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,333 | $2,369-43.7% | $3,023-55.9% | $2,755-51.6% |
| Participant deferral / active EE | $2,105 | $4,118-48.9% | $5,053-58.3% | $4,296-51.0% |
| Admin fee / account holder | $2,365 | $8,049-70.6% | $9,451-75.0% | $6,918-65.8% |