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 5-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 | $9,014 | $79,944-88.7% | $98,439-90.8% | $75,163-88.0% |
| Participation rate | 52.0% | 70.4%-18.4pp | 75.2%-23.2pp | 67.2%-15.2pp |
| Annual return | 28.15% | 19.75%+8.4pp | 21.16%+7.0pp | 160.62%-132.5pp |
| Employer contribution / active EE | $583 | $2,264-74.2% | $3,048-80.9% | $2,670-78.2% |
| Participant deferral / active EE | $2,152 | $3,752-42.6% | $4,738-54.6% | $4,125-47.8% |
| Admin fee / account holder | $1,107 | $6,840-83.8% | $8,948-87.6% | $5,651-80.4% |