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 | $19,134 | $58,828-67.5% | $77,999-75.5% | $62,891-69.6% |
| Participation rate | 45.6% | 71.1%-25.4pp | 75.5%-29.9pp | 69.3%-23.7pp |
| Annual return | 9.33% | 17.16%-7.8pp | 425.96%-416.6pp | 20.14%-10.8pp |
| Employer contribution / active EE | $760 | $1,672-54.5% | $2,470-69.2% | $2,281-66.7% |
| Participant deferral / active EE | $1,718 | $2,686-36.0% | $3,497-50.9% | $3,203-46.4% |
| Admin fee / account holder | $3,165 | $4,393-28.0% | $5,480-42.2% | $4,296-26.3% |