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 | $9,188 | $55,706-83.5% | $75,886-87.9% | $72,985-87.4% |
| Participation rate | 37.8% | 61.1%-23.3pp | 69.3%-31.4pp | 69.5%-31.6pp |
| Annual return | 19.56% | 27.59%-8.0pp | 30.76%-11.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $312 | $1,687-81.5% | $2,500-87.5% | $2,440-87.2% |
| Participant deferral / active EE | $1,053 | $2,634-60.0% | $3,603-70.8% | $3,607-70.8% |
| Admin fee / account holder | $7,573 | $3,978+90.4% | $5,418+39.8% | $5,124+47.8% |