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 5-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 | $10,476 | $76,670-86.3% | $96,683-89.2% | $71,457-85.3% |
| Participation rate | 50.6% | 66.6%-15.9pp | 74.3%-23.7pp | 67.9%-17.3pp |
| Annual return | 31.45% | 48.29%-16.8pp | 35.69%-4.2pp | 28.85%+2.6pp |
| Employer contribution / active EE | $1,044 | $3,031-65.6% | $3,737-72.1% | $2,588-59.7% |
| Participant deferral / active EE | $1,750 | $3,771-53.6% | $4,878-64.1% | $4,289-59.2% |
| Admin fee / account holder | $1,189 | $2,028-41.4% | $6,730-82.3% | $1,587-25.1% |