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 | $9,389 | $73,981-87.3% | $105,722-91.1% | $62,891-85.1% |
| Participation rate | 67.6% | 71.7%-4.0pp | 78.9%-11.3pp | 69.3%-1.7pp |
| Annual return | 8.26% | 17.60%-9.3pp | 12.25%-4.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $920 | $2,856-67.8% | $4,079-77.4% | $2,281-59.6% |
| Participant deferral / active EE | $3,475 | $4,038-14.0% | $5,326-34.8% | $3,203+8.5% |
| Admin fee / account holder | $2,604 | $5,976-56.4% | $8,308-68.7% | $4,296-39.4% |