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 | $10,398 | $47,848-78.3% | $81,478-87.2% | $70,131-85.2% |
| Participation rate | 59.5% | 58.3%+1.2pp | 68.0%-8.5pp | 69.5%-10.1pp |
| Annual return | 25.24% | 27.25%-2.0pp | 38.78%-13.5pp | 73.14%-47.9pp |
| Employer contribution / active EE | $421 | $1,527-72.4% | $2,568-83.6% | $2,342-82.0% |
| Participant deferral / active EE | $2,137 | $2,453-12.9% | $3,537-39.6% | $3,332-35.9% |
| Admin fee / account holder | $1,439 | $3,145-54.2% | $4,561-68.5% | $4,645-69.0% |