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 | $13,651 | $77,660-82.4% | $109,143-87.5% | $79,386-82.8% |
| Participation rate | 43.4% | 67.8%-24.4pp | 75.9%-32.5pp | 70.7%-27.3pp |
| Annual return | 47.82% | 23.44%+24.4pp | 25.75%+22.1pp | 116.85%-69.0pp |
| Employer contribution / active EE | $947 | $2,797-66.2% | $3,722-74.6% | $2,427-61.0% |
| Participant deferral / active EE | $1,739 | $3,518-50.5% | $4,653-62.6% | $4,046-57.0% |
| Admin fee / account holder | $508 | $732-30.6% | $6,752-92.5% | $626-18.9% |