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 | $12,995 | $76,552-83.0% | $123,892-89.5% | $62,891-79.3% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 10.13% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,095 | $2,883-62.0% | $4,617-76.3% | $2,281-52.0% |
| Participant deferral / active EE | $4,686 | $4,840-3.2% | $5,984-21.7% | $3,203+46.3% |
| Admin fee / account holder | $626 | $4,826-87.0% | $8,357-92.5% | $4,296-85.4% |