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 | $10,785 | $96,956-88.9% | $70,014-84.6% | $273,961-96.1% |
| Participation rate | 43.8% | 77.1%-33.3pp | 71.8%-28.1pp | 83.0%-39.3pp |
| Annual return | 10.96% | 12.93%-2.0pp | 12.99%-2.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,088 | $3,316-67.2% | $2,338-53.5% | $4,869-77.6% |
| Participant deferral / active EE | $1,644 | $3,744-56.1% | $2,931-43.9% | $5,287-68.9% |
| Admin fee / account holder | $1,255 | $7,934-84.2% | $4,380-71.4% | $10,132-87.6% |