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 | $12,230 | $57,065-78.6% | $75,670-83.8% | $70,131-82.6% |
| Participation rate | 62.3% | 68.1%-5.8pp | 72.3%-10.1pp | 69.5%-7.3pp |
| Annual return | 16.98% | 23.57%-6.6pp | 27.34%-10.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,228 | $1,817-32.4% | $2,352-47.8% | $2,342-47.6% |
| Participant deferral / active EE | $1,536 | $2,580-40.5% | $3,142-51.1% | $3,332-53.9% |
| Admin fee / account holder | $612 | $3,825-84.0% | $5,800-89.4% | $4,645-86.8% |