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 | $25,186 | $86,922-71.0% | $102,438-75.4% | $80,874-68.9% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.6%-2.2pp |
| Annual return | 15.63% | 18.90%-3.3pp | 29.37%-13.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,596 | $2,369-32.7% | $3,024-47.2% | $2,756-42.1% |
| Participant deferral / active EE | $2,090 | $4,119-49.3% | $5,054-58.6% | $4,297-51.4% |
| Admin fee / account holder | $1,882 | $8,050-76.6% | $9,448-80.1% | $6,935-72.9% |