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 | $12,604 | $85,202-85.2% | $172,739-92.7% | $72,985-82.7% |
| Participation rate | 48.8% | 70.1%-21.3pp | 82.6%-33.8pp | 69.5%-20.7pp |
| Annual return | 19.55% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $5,143-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $2,084 | $3,260-36.1% | $5,198-59.9% | $3,607-42.2% |
| Admin fee / account holder | $1,779 | $5,884-69.8% | $13,954-87.3% | $5,124-65.3% |