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 | $15,082 | $52,467-71.3% | $57,179-73.6% | $55,167-72.7% |
| Participation rate | 50.8% | 75.8%-25.0pp | 75.3%-24.5pp | 69.0%-18.1pp |
| Annual return | 18.65% | 7.72%+10.9pp | 14.59%+4.1pp | 169.23%-150.6pp |
| Employer contribution / active EE | $813 | $2,477-67.2% | $2,682-69.7% | $1,963-58.6% |
| Participant deferral / active EE | $1,230 | $2,830-56.5% | $3,096-60.3% | $3,054-59.7% |
| Admin fee / account holder | $375 | $269+39.6% | $3,139-88.0% | $504-25.5% |