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 | $12,782 | $64,348-80.1% | $90,160-85.8% | $70,131-81.8% |
| Participation rate | 45.2% | 70.4%-25.2pp | 76.9%-31.6pp | 69.5%-24.3pp |
| Annual return | 39.36% | 28.13%+11.2pp | 34.88%+4.5pp | 73.14%-33.8pp |
| Employer contribution / active EE | $1,317 | $2,046-35.6% | $3,318-60.3% | $2,342-43.8% |
| Participant deferral / active EE | $2,311 | $4,389-47.3% | $5,288-56.3% | $3,332-30.6% |
| Admin fee / account holder | $3,265 | $3,944-17.2% | $5,943-45.1% | $4,645-29.7% |