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 | $12,008 | $72,277-83.4% | $101,248-88.1% | $79,858-85.0% |
| Participation rate | 61.5% | 68.5%-6.9pp | 75.8%-14.3pp | 69.6%-8.1pp |
| Annual return | 22.54% | 22.30%+0.2pp | 46.47%-23.9pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,283 | $2,692-52.4% | $3,660-65.0% | $2,471-48.1% |
| Participant deferral / active EE | $1,672 | $3,282-49.1% | $4,370-61.7% | $3,740-55.3% |
| Admin fee / account holder | $737 | $4,400-83.3% | $5,945-87.6% | $5,306-86.1% |