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 | $53,053-70.8% | $126,539-87.7% | $74,304-79.1% |
| Participation rate | 42.0% | 48.0%-6.0pp | 69.8%-27.8pp | 60.3%-18.3pp |
| Annual return | 13.22% | 29.46%-16.2pp | 425.95%-412.7pp | 29.43%-16.2pp |
| Employer contribution / active EE | $687 | $1,168-41.2% | $3,674-81.3% | $2,241-69.4% |
| Participant deferral / active EE | $1,199 | $2,303-47.9% | $4,083-70.6% | $3,767-68.2% |
| Admin fee / account holder | $2,450 | $3,698-33.7% | $6,065-59.6% | $2,969-17.5% |