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 | $9,626 | $58,512-83.5% | $84,015-88.5% | $72,985-86.8% |
| Participation rate | 61.4% | 61.2%+0.1pp | 69.0%-7.6pp | 69.5%-8.1pp |
| Annual return | 24.79% | 28.93%-4.1pp | 71.31%-46.5pp | 81.00%-56.2pp |
| Employer contribution / active EE | $913 | $1,163-21.5% | $1,983-54.0% | $2,440-62.6% |
| Participant deferral / active EE | $1,309 | $2,394-45.3% | $3,239-59.6% | $3,607-63.7% |
| Admin fee / account holder | $400 | $4,569-91.2% | $6,101-93.4% | $5,124-92.2% |