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 | $28,929 | $86,929-66.7% | $102,423-71.8% | $80,856-64.2% |
| Participation rate | 46.3% | 72.4%-26.1pp | 76.5%-30.2pp | 67.6%-21.4pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,054 | $2,369-55.5% | $3,023-65.1% | $2,755-61.7% |
| Participant deferral / active EE | $3,045 | $4,118-26.1% | $5,053-39.7% | $4,296-29.1% |
| Admin fee / account holder | $4,543 | $8,049-43.6% | $9,451-51.9% | $6,918-34.3% |