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 | $13,029 | $63,346-79.4% | $92,233-85.9% | $70,131-81.4% |
| Participation rate | 67.5% | 68.7%-1.2pp | 76.5%-9.0pp | 69.5%-2.0pp |
| Annual return | 24.08% | 530.12%-506.0pp | 176.28%-152.2pp | 73.14%-49.1pp |
| Employer contribution / active EE | $1,046 | $2,471-57.7% | $3,679-71.6% | $2,342-55.3% |
| Participant deferral / active EE | $1,965 | $2,854-31.1% | $3,897-49.6% | $3,332-41.0% |
| Admin fee / account holder | $439 | $3,840-88.6% | $5,194-91.6% | $4,645-90.6% |