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 | $8,965 | $55,453-83.8% | $170,442-94.7% | $62,292-85.6% |
| Participation rate | 67.5% | 66.4%+1.2pp | 83.6%-16.1pp | 69.5%-2.0pp |
| Annual return | 21.06% | 21.38%-0.3pp | 205.93%-184.9pp | 28.90%-7.8pp |
| Employer contribution / active EE | $433 | $2,164-80.0% | $5,433-92.0% | $2,042-78.8% |
| Participant deferral / active EE | $2,218 | $2,303-3.7% | $4,939-55.1% | $3,169-30.0% |
| Admin fee / account holder | $895 | $455+96.7% | $13,880-93.6% | $479+86.8% |