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 | $17,398 | $88,707-80.4% | $74,183-76.5% | $273,961-93.6% |
| Participation rate | 59.1% | 79.4%-20.4pp | 76.6%-17.5pp | 83.0%-23.9pp |
| Annual return | 9.15% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,001 | $3,159-68.3% | $2,370-57.8% | $4,869-79.4% |
| Participant deferral / active EE | $1,851 | $4,212-56.0% | $3,550-47.8% | $5,287-65.0% |
| Admin fee / account holder | $539 | $8,717-93.8% | $5,586-90.4% | $10,132-94.7% |