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 | $7,900 | $76,367-89.7% | $93,606-91.6% | $72,985-89.2% |
| Participation rate | 64.4% | 71.7%-7.3pp | 75.8%-11.4pp | 69.5%-5.1pp |
| Annual return | 20.18% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $448 | $2,275-80.3% | $2,718-83.5% | $2,440-81.6% |
| Participant deferral / active EE | $1,363 | $3,538-61.5% | $4,069-66.5% | $3,607-62.2% |
| Admin fee / account holder | $365 | $6,838-94.7% | $7,888-95.4% | $5,124-92.9% |