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 | $12,791 | $63,299-79.8% | $91,001-85.9% | $62,292-79.5% |
| Participation rate | 49.3% | 73.3%-24.0pp | 75.6%-26.3pp | 69.5%-20.2pp |
| Annual return | 20.96% | 20.99%0pp | 4.60%+16.4pp | 28.90%-7.9pp |
| Employer contribution / active EE | $991 | $1,807-45.2% | $2,456-59.7% | $2,042-51.5% |
| Participant deferral / active EE | $1,416 | $2,943-51.9% | $3,547-60.1% | $3,169-55.3% |
| Admin fee / account holder | $1,556 | $468+232.7% | $5,417-71.3% | $479+224.6% |