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 | $8,087 | $39,122-79.3% | $57,179-85.9% | $62,891-87.1% |
| Participation rate | 55.3% | 70.5%-15.2pp | 75.3%-20.1pp | 69.3%-14.0pp |
| Annual return | 6.35% | 9.23%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,182 | $1,874-36.9% | $2,682-55.9% | $2,281-48.2% |
| Participant deferral / active EE | $1,910 | $2,374-19.5% | $3,096-38.3% | $3,203-40.4% |
| Admin fee / account holder | $1,350 | $2,592-47.9% | $3,139-57.0% | $4,296-68.6% |