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 | $10,024 | $83,908-88.1% | $68,509-85.4% | $125,391-92.0% |
| Participation rate | 58.8% | 78.2%-19.3pp | 74.7%-15.9pp | 83.2%-24.4pp |
| Annual return | 3.85% | 14.48%-10.6pp | 8.27%-4.4pp | 282.22%-278.4pp |
| Employer contribution / active EE | $864 | $3,031-71.5% | $2,278-62.1% | $4,866-82.3% |
| Participant deferral / active EE | $1,309 | $4,125-68.3% | $3,382-61.3% | $5,352-75.5% |
| Admin fee / account holder | $2,925 | $8,982-67.4% | $5,275-44.5% | $9,540-69.3% |