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 | $13,700 | $50,385-72.8% | $75,670-81.9% | $62,292-78.0% |
| Participation rate | 51.9% | 67.7%-15.8pp | 72.3%-20.5pp | 69.5%-17.6pp |
| Annual return | 74.03% | 19.90%+54.1pp | 27.34%+46.7pp | 28.90%+45.1pp |
| Employer contribution / active EE | $1,160 | $1,537-24.5% | $2,352-50.7% | $2,042-43.2% |
| Participant deferral / active EE | $1,749 | $2,445-28.5% | $3,142-44.3% | $3,169-44.8% |
| Admin fee / account holder | $302 | $384-21.5% | $5,800-94.8% | $479-37.1% |