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 | $8,642 | $85,766-89.9% | $136,294-93.7% | $70,131-87.7% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 21.18% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,898 | $2,966-36.0% | $4,695-59.6% | $2,342-19.0% |
| Participant deferral / active EE | $2,850 | $5,051-43.6% | $6,247-54.4% | $3,332-14.5% |
| Admin fee / account holder | $676 | $5,420-87.5% | $9,243-92.7% | $4,645-85.5% |