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 | $10,302 | $59,101-82.6% | $77,163-86.6% | $75,163-86.3% |
| Participation rate | 43.5% | 63.9%-20.3pp | 69.6%-26.0pp | 67.2%-23.6pp |
| Annual return | 22.67% | 26.71%-4.0pp | 37.87%-15.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,019 | $1,995-48.9% | $2,535-59.8% | $2,670-61.8% |
| Participant deferral / active EE | $1,796 | $2,999-40.1% | $3,833-53.1% | $4,125-56.5% |
| Admin fee / account holder | $495 | $4,774-89.6% | $5,472-91.0% | $5,651-91.2% |