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 | $12,477 | $53,127-76.5% | $86,590-85.6% | $70,131-82.2% |
| Participation rate | 64.8% | 65.3%-0.5pp | 73.5%-8.7pp | 69.5%-4.7pp |
| Annual return | 13.24% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $745 | $2,068-64.0% | $2,839-73.8% | $2,342-68.2% |
| Participant deferral / active EE | $1,264 | $2,696-53.1% | $3,609-65.0% | $3,332-62.0% |
| Admin fee / account holder | $592 | $3,585-83.5% | $4,906-87.9% | $4,645-87.3% |