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 | $13,709 | $57,354-76.1% | $83,848-83.7% | $64,186-78.6% |
| Participation rate | 53.2% | 68.6%-15.4pp | 76.1%-23.0pp | 69.6%-16.4pp |
| Annual return | 8.03% | 11.38%-3.3pp | 850.88%-842.8pp | 7.63%+0.4pp |
| Employer contribution / active EE | $2,210 | $2,545-13.2% | $3,631-39.1% | $2,381-7.2% |
| Participant deferral / active EE | $3,673 | $2,993+22.7% | $4,082-10.0% | $3,470+5.9% |
| Admin fee / account holder | $841 | $4,046-79.2% | $5,478-84.6% | $4,888-82.8% |