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 | $12,072 | $46,869-74.2% | $122,332-90.1% | $70,131-82.8% |
| Participation rate | 45.2% | 58.2%-13.0pp | 71.6%-26.4pp | 69.5%-24.3pp |
| Annual return | 13.99% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $729 | $1,288-43.4% | $4,050-82.0% | $2,342-68.9% |
| Participant deferral / active EE | $949 | $2,166-56.2% | $3,287-71.1% | $3,332-71.5% |
| Admin fee / account holder | $615 | $3,322-81.5% | $5,478-88.8% | $4,645-86.8% |