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 | $24,527 | $80,968-69.7% | $96,544-74.6% | $75,163-67.4% |
| Participation rate | 53.7% | 71.8%-18.0pp | 76.0%-22.2pp | 67.2%-13.5pp |
| Annual return | 17.79% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,405 | $2,282-38.4% | $2,965-52.6% | $2,670-47.4% |
| Participant deferral / active EE | $2,024 | $3,928-48.5% | $4,851-58.3% | $4,125-50.9% |
| Admin fee / account holder | $860 | $6,724-87.2% | $8,252-89.6% | $5,651-84.8% |