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 | $15,451 | $93,346-83.4% | $71,796-78.5% | $273,961-94.4% |
| Participation rate | 45.5% | 76.5%-31.1pp | 69.1%-23.7pp | 83.0%-37.6pp |
| Annual return | 6.99% | 130.39%-123.4pp | 78.04%-71.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $677 | $2,733-75.2% | $1,924-64.8% | $4,869-86.1% |
| Participant deferral / active EE | $1,805 | $3,475-48.1% | $2,794-35.4% | $5,287-65.9% |
| Admin fee / account holder | $2,817 | $6,571-57.1% | $4,815-41.5% | $10,132-72.2% |