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 | $5,940 | $52,580-88.7% | $71,671-91.7% | $70,131-91.5% |
| Participation rate | 29.4% | 60.9%-31.5pp | 68.7%-39.3pp | 69.5%-40.1pp |
| Annual return | 26.64% | 20.25%+6.4pp | 20.65%+6.0pp | 73.14%-46.5pp |
| Employer contribution / active EE | $562 | $1,616-65.2% | $2,460-77.1% | $2,342-76.0% |
| Participant deferral / active EE | $926 | $2,386-61.2% | $3,438-73.1% | $3,332-72.2% |
| Admin fee / account holder | $533 | $3,653-85.4% | $5,558-90.4% | $4,645-88.5% |