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 | $12,629 | $76,000-83.4% | $154,107-91.8% | $64,186-80.3% |
| Participation rate | 63.4% | 70.4%-7.0pp | 83.0%-19.6pp | 69.6%-6.2pp |
| Annual return | 0.65% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $598 | $3,351-82.2% | $5,298-88.7% | $2,381-74.9% |
| Participant deferral / active EE | $1,212 | $3,175-61.8% | $5,081-76.1% | $3,470-65.1% |
| Admin fee / account holder | $3,675 | $5,596-34.3% | $13,411-72.6% | $4,888-24.8% |