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 | $14,154 | $60,795-76.7% | $69,455-79.6% | $65,185-78.3% |
| Participation rate | 44.6% | 74.9%-30.3pp | 74.6%-30.1pp | 70.2%-25.6pp |
| Annual return | 15.75% | 17.46%-1.7pp | 28.97%-13.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,293 | $3,162-27.5% | $3,535-35.1% | $3,514-34.7% |
| Admin fee / account holder | $618 | $314+96.9% | $3,839-83.9% | $847-27.1% |