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 | $16,109 | $104,251-84.5% | $91,001-82.3% | $147,584-89.1% |
| Participation rate | 58.8% | 78.2%-19.4pp | 75.6%-16.8pp | 82.8%-24.0pp |
| Annual return | 12.24% | 27.06%-14.8pp | 4.60%+7.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $777 | $3,116-75.1% | $2,456-68.4% | $4,876-84.1% |
| Participant deferral / active EE | $1,744 | $4,195-58.4% | $3,547-50.8% | $5,439-67.9% |
| Admin fee / account holder | $5,915 | $8,948-33.9% | $5,417+9.2% | $10,885-45.7% |