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 | $7,469 | $52,580-85.8% | $71,671-89.6% | $70,131-89.3% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 16.60% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.5pp |
| Employer contribution / active EE | $393 | $1,616-75.7% | $2,460-84.0% | $2,342-83.2% |
| Participant deferral / active EE | $921 | $2,386-61.4% | $3,438-73.2% | $3,332-72.4% |
| Admin fee / account holder | $1,205 | $3,653-67.0% | $5,558-78.3% | $4,645-74.1% |