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 | $15,575 | $85,766-81.8% | $136,294-88.6% | $70,131-77.8% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 26.17% | 31.45%-5.3pp | 5155.94%-5129.8pp | 73.14%-47.0pp |
| Employer contribution / active EE | $1,920 | $2,966-35.3% | $4,695-59.1% | $2,342-18.0% |
| Participant deferral / active EE | $5,166 | $5,051+2.3% | $6,247-17.3% | $3,332+55.0% |
| Admin fee / account holder | $947 | $5,420-82.5% | $9,243-89.8% | $4,645-79.6% |