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 | $13,118 | $83,477-84.3% | $125,175-89.5% | $72,985-82.0% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.5%-4.5pp |
| Annual return | 23.53% | 25.78%-2.2pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,093 | $2,345-53.4% | $3,865-71.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,099 | $3,585-41.5% | $4,937-57.5% | $3,607-41.8% |
| Admin fee / account holder | $358 | $5,517-93.5% | $9,702-96.3% | $5,124-93.0% |