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 | $8,133 | $45,035-81.9% | $62,995-87.1% | $70,131-88.4% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.3pp |
| Annual return | 25.21% | 18.76%+6.5pp | 87.57%-62.4pp | 73.14%-47.9pp |
| Employer contribution / active EE | $670 | $2,051-67.3% | $2,759-75.7% | $2,342-71.4% |
| Participant deferral / active EE | $1,000 | $2,465-59.4% | $3,329-70.0% | $3,332-70.0% |
| Admin fee / account holder | $418 | $2,834-85.3% | $3,600-88.4% | $4,645-91.0% |