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 | $10,524 | $54,762-80.8% | $90,281-88.3% | $72,985-85.6% |
| Participation rate | 48.8% | 65.1%-16.4pp | 73.3%-24.5pp | 69.5%-20.7pp |
| Annual return | 18.90% | 30.63%-11.7pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $499 | $2,092-76.2% | $2,854-82.5% | $2,440-79.6% |
| Participant deferral / active EE | $1,037 | $2,887-64.1% | $3,885-73.3% | $3,607-71.3% |
| Admin fee / account holder | $1,311 | $3,972-67.0% | $5,351-75.5% | $5,124-74.4% |