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 | $5,295 | $65,685-91.9% | $57,179-90.7% | $273,961-98.1% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | 9.04% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,222 | $3,279-62.7% | $2,682-54.4% | $4,869-74.9% |
| Participant deferral / active EE | $1,319 | $3,782-65.1% | $3,096-57.4% | $5,287-75.0% |
| Admin fee / account holder | $5,271 | $4,835+9.0% | $3,139+67.9% | $10,132-48.0% |