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 | $15,502 | $51,736-70.0% | $120,225-87.1% | $67,986-77.2% |
| Participation rate | 42.0% | 46.1%-4.0pp | 69.6%-27.5pp | 57.2%-15.2pp |
| Annual return | 13.22% | 31.98%-18.8pp | 439.23%-426.0pp | 31.67%-18.4pp |
| Employer contribution / active EE | $687 | $1,071-35.9% | $3,475-80.2% | $2,019-66.0% |
| Participant deferral / active EE | $1,199 | $2,206-45.7% | $3,999-70.0% | $3,358-64.3% |
| Admin fee / account holder | $2,450 | $4,159-41.1% | $5,696-57.0% | $3,203-23.5% |