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 | $11,029 | $54,541-79.8% | $78,778-86.0% | $70,131-84.3% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 32.95% | 21.07%+11.9pp | 35.62%-2.7pp | 73.14%-40.2pp |
| Employer contribution / active EE | $1,105 | $1,089+1.5% | $1,986-44.3% | $2,342-52.8% |
| Participant deferral / active EE | $1,868 | $2,210-15.5% | $2,958-36.8% | $3,332-43.9% |
| Admin fee / account holder | $373 | $3,709-89.9% | $5,134-92.7% | $4,645-92.0% |