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 | $10,536 | $43,075-75.5% | $74,583-85.9% | $62,891-83.2% |
| Participation rate | 52.3% | 58.1%-5.7pp | 68.1%-15.8pp | 69.3%-17.0pp |
| Annual return | 10.70% | 17.50%-6.8pp | 20.47%-9.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,664 | $2,389-30.4% | $3,458-51.9% | $3,203-48.1% |
| Admin fee / account holder | $4,676 | $2,840+64.6% | $4,138+13.0% | $4,296+8.8% |