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 | $6,215 | $37,426-83.4% | $77,482-92.0% | $79,858-92.2% |
| Participation rate | 48.4% | 41.5%+6.9pp | 54.2%-5.8pp | 69.6%-21.2pp |
| Annual return | 15.95% | 39.70%-23.7pp | 54.79%-38.8pp | 31.71%-15.8pp |
| Employer contribution / active EE | $563 | $637-11.5% | $986-42.9% | $2,471-77.2% |
| Participant deferral / active EE | $1,352 | $1,260+7.3% | $1,861-27.3% | $3,740-63.8% |
| Admin fee / account holder | $436 | $2,504-82.6% | $2,858-84.7% | $5,306-91.8% |