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 | $8,789 | $65,685-86.6% | $57,179-84.6% | $273,961-96.8% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.3%-12.8pp | 83.0%-20.5pp |
| Annual return | 7.65% | 21.99%-14.3pp | 14.59%-6.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $760 | $3,279-76.8% | $2,682-71.7% | $4,869-84.4% |
| Participant deferral / active EE | $2,922 | $3,782-22.7% | $3,096-5.6% | $5,287-44.7% |
| Admin fee / account holder | $577 | $4,835-88.1% | $3,139-81.6% | $10,132-94.3% |