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 | $11,519 | $57,065-79.8% | $75,670-84.8% | $70,131-83.6% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 32.55% | 23.57%+9.0pp | 27.34%+5.2pp | 73.14%-40.6pp |
| Employer contribution / active EE | $1,731 | $1,817-4.7% | $2,352-26.4% | $2,342-26.1% |
| Participant deferral / active EE | $3,001 | $2,580+16.3% | $3,142-4.5% | $3,332-9.9% |
| Admin fee / account holder | $624 | $3,825-83.7% | $5,800-89.2% | $4,645-86.6% |