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 | $15,490 | $76,552-79.8% | $123,892-87.5% | $62,891-75.4% |
| Participation rate | 35.2% | 73.0%-37.8pp | 81.4%-46.2pp | 69.3%-34.1pp |
| Annual return | 13.96% | 18.68%-4.7pp | 47.52%-33.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,477 | $4,840-28.1% | $5,984-41.9% | $3,203+8.6% |
| Admin fee / account holder | $16,556 | $4,826+243.1% | $8,357+98.1% | $4,296+285.4% |