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 | $22,183 | $67,606-67.2% | $82,313-73.1% | $70,131-68.4% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.8pp |
| Annual return | 14.04% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $453 | $1,755-74.2% | $2,428-81.3% | $2,342-80.7% |
| Participant deferral / active EE | $1,361 | $2,987-54.4% | $3,706-63.3% | $3,332-59.1% |
| Admin fee / account holder | $558 | $4,512-87.6% | $5,608-90.1% | $4,645-88.0% |