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 | $15,526 | $65,041-76.1% | $90,951-82.9% | $79,858-80.6% |
| Participation rate | 55.3% | 61.6%-6.3pp | 69.0%-13.7pp | 69.6%-14.3pp |
| Annual return | 21.48% | 30.45%-9.0pp | 134.60%-113.1pp | 31.71%-10.2pp |
| Employer contribution / active EE | $760 | $1,247-39.1% | $2,122-64.2% | $2,471-69.3% |
| Participant deferral / active EE | $2,626 | $2,512+4.6% | $3,373-22.1% | $3,740-29.8% |
| Admin fee / account holder | $2,038 | $4,536-55.1% | $5,959-65.8% | $5,306-61.6% |