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 | $11,007 | $77,634-85.8% | $156,549-93.0% | $62,891-82.5% |
| Participation rate | 59.0% | 71.2%-12.2pp | 84.0%-25.0pp | 69.3%-10.3pp |
| Annual return | 5.17% | 50.32%-45.1pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $686 | $3,444-80.1% | $5,501-87.5% | $2,281-69.9% |
| Participant deferral / active EE | $830 | $3,045-72.7% | $4,871-83.0% | $3,203-74.1% |
| Admin fee / account holder | $1,567 | $5,561-71.8% | $13,027-88.0% | $4,296-63.5% |