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 | $19,792 | $72,277-72.6% | $101,248-80.5% | $79,858-75.2% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.8%-12.4pp | 69.6%-6.2pp |
| Annual return | 27.92% | 22.30%+5.6pp | 46.47%-18.6pp | 31.71%-3.8pp |
| Employer contribution / active EE | $2,158 | $2,692-19.8% | $3,660-41.0% | $2,471-12.7% |
| Participant deferral / active EE | $4,788 | $3,282+45.9% | $4,370+9.6% | $3,740+28.0% |
| Admin fee / account holder | $2,772 | $4,400-37.0% | $5,945-53.4% | $5,306-47.8% |