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 | $10,324 | $39,162-73.6% | $100,671-89.7% | $59,632-82.7% |
| Participation rate | 40.0% | 55.9%-15.9pp | 70.7%-30.7pp | 68.7%-28.7pp |
| Annual return | 0.34% | 21.07%-20.7pp | 20.43%-20.1pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $620 | $1,151-46.1% | $4,012-84.6% | $2,203-71.9% |
| Participant deferral / active EE | $1,127 | $1,992-43.4% | $3,144-64.1% | $3,192-64.7% |
| Admin fee / account holder | $880 | $2,969-70.4% | $4,850-81.9% | $4,297-79.5% |