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 | $18,100 | $72,492-75.0% | $87,100-79.2% | $72,985-75.2% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.0pp | 69.5%-0.7pp |
| Annual return | 20.41% | 24.46%-4.0pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $581 | $1,894-69.3% | $2,521-77.0% | $2,440-76.2% |
| Participant deferral / active EE | $1,992 | $3,270-39.1% | $4,049-50.8% | $3,607-44.8% |
| Admin fee / account holder | $792 | $5,055-84.3% | $7,497-89.4% | $5,124-84.5% |