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 | $24,730 | $76,367-67.6% | $93,606-73.6% | $72,985-66.1% |
| Participation rate | 63.5% | 71.7%-8.3pp | 75.8%-12.3pp | 69.5%-6.0pp |
| Annual return | 23.24% | 25.82%-2.6pp | 32.76%-9.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,403 | $3,538-32.1% | $4,069-40.9% | $3,607-33.4% |
| Admin fee / account holder | $10,059 | $6,838+47.1% | $7,888+27.5% | $5,124+96.3% |