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 | $9,596 | $45,035-78.7% | $62,995-84.8% | $70,131-86.3% |
| Participation rate | 43.9% | 69.5%-25.6pp | 74.8%-30.9pp | 69.5%-25.6pp |
| Annual return | 21.76% | 18.76%+3.0pp | 87.57%-65.8pp | 73.14%-51.4pp |
| Employer contribution / active EE | $393 | $2,051-80.9% | $2,759-85.8% | $2,342-83.2% |
| Participant deferral / active EE | $1,050 | $2,465-57.4% | $3,329-68.5% | $3,332-68.5% |
| Admin fee / account holder | $461 | $2,834-83.7% | $3,600-87.2% | $4,645-90.1% |