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 | $16,159 | $78,103-79.3% | $289,028-94.4% | $116,875-86.2% |
| Participation rate | 42.7% | 69.5%-26.8pp | 78.0%-35.3pp | 74.5%-31.9pp |
| Annual return | 19.20% | 15.26%+3.9pp | 243.94%-224.7pp | 16.29%+2.9pp |
| Employer contribution / active EE | $784 | $2,718-71.2% | $6,326-87.6% | $3,288-76.2% |
| Participant deferral / active EE | $1,352 | $2,921-53.7% | $4,804-71.8% | $3,885-65.2% |
| Admin fee / account holder | $1,574 | $8,683-81.9% | $14,050-88.8% | $12,263-87.2% |