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 | $11,168 | $49,791-77.6% | $78,210-85.7% | $70,131-84.1% |
| Participation rate | 52.2% | 62.3%-10.1pp | 68.7%-16.5pp | 69.5%-17.3pp |
| Annual return | 27.18% | 20.75%+6.4pp | 40.90%-13.7pp | 73.14%-46.0pp |
| Employer contribution / active EE | $835 | $1,430-41.6% | $2,034-58.9% | $2,342-64.3% |
| Participant deferral / active EE | $1,458 | $2,150-32.2% | $2,823-48.3% | $3,332-56.2% |
| Admin fee / account holder | $1,461 | $3,181-54.1% | $3,758-61.1% | $4,645-68.6% |