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 | $12,260 | $51,466-76.2% | $78,778-84.4% | $62,292-80.3% |
| Participation rate | 61.9% | 59.8%+2.1pp | 69.2%-7.3pp | 69.5%-7.6pp |
| Annual return | 14.92% | 19.96%-5.0pp | 35.62%-20.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $446 | $827-46.1% | $1,986-77.5% | $2,042-78.2% |
| Participant deferral / active EE | $1,207 | $2,147-43.8% | $2,958-59.2% | $3,169-61.9% |
| Admin fee / account holder | $1,666 | $489+240.4% | $5,134-67.6% | $479+247.5% |