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 | $19,770 | $65,041-69.6% | $90,951-78.3% | $79,858-75.2% |
| Participation rate | 63.0% | 61.6%+1.4pp | 69.0%-6.0pp | 69.6%-6.7pp |
| Annual return | 17.17% | 30.45%-13.3pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $721 | $1,247-42.2% | $2,122-66.0% | $2,471-70.8% |
| Participant deferral / active EE | $2,274 | $2,512-9.5% | $3,373-32.6% | $3,740-39.2% |
| Admin fee / account holder | $4,183 | $4,536-7.8% | $5,959-29.8% | $5,306-21.2% |