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 | $10,024 | $46,869-78.6% | $122,332-91.8% | $70,131-85.7% |
| Participation rate | 66.7% | 58.2%+8.5pp | 71.6%-5.0pp | 69.5%-2.9pp |
| Annual return | 15.78% | 24.22%-8.4pp | 30.27%-14.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,003 | $1,288-22.1% | $4,050-75.2% | $2,342-57.2% |
| Participant deferral / active EE | $1,108 | $2,166-48.9% | $3,287-66.3% | $3,332-66.7% |
| Admin fee / account holder | $429 | $3,322-87.1% | $5,478-92.2% | $4,645-90.8% |