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 | $10,713 | $45,073-76.2% | $69,455-84.6% | $72,985-85.3% |
| Participation rate | 35.7% | 68.5%-32.8pp | 74.6%-38.9pp | 69.5%-33.8pp |
| Annual return | 52.03% | 22.65%+29.4pp | 28.97%+23.1pp | 81.00%-29.0pp |
| Employer contribution / active EE | $532 | $2,054-74.1% | $2,779-80.8% | $2,440-78.2% |
| Participant deferral / active EE | $1,023 | $2,602-60.7% | $3,535-71.1% | $3,607-71.6% |
| Admin fee / account holder | $947 | $3,056-69.0% | $3,839-75.3% | $5,124-81.5% |