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 | $14,350 | $43,723-67.2% | $121,196-88.2% | $64,186-77.6% |
| Participation rate | 63.6% | 58.3%+5.3pp | 71.7%-8.1pp | 69.6%-5.9pp |
| Annual return | 10.19% | 68.91%-58.7pp | 16.93%-6.7pp | 7.63%+2.6pp |
| Employer contribution / active EE | $421 | $1,296-67.5% | $4,022-89.5% | $2,381-82.3% |
| Participant deferral / active EE | $926 | $2,280-59.4% | $3,344-72.3% | $3,470-73.3% |
| Admin fee / account holder | $2,314 | $3,501-33.9% | $5,019-53.9% | $4,888-52.7% |