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 | $86,929-71.0% | $102,423-75.4% | $80,856-68.9% |
| Participation rate | 65.4% | 72.4%-6.9pp | 76.5%-11.1pp | 67.6%-2.2pp |
| Annual return | 15.63% | 18.88%-3.3pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,596 | $2,369-32.7% | $3,023-47.2% | $2,755-42.1% |
| Participant deferral / active EE | $2,090 | $4,118-49.2% | $5,053-58.6% | $4,296-51.3% |
| Admin fee / account holder | $1,882 | $8,049-76.6% | $9,451-80.1% | $6,918-72.8% |