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 | $14,222 | $116,175-87.8% | $93,606-84.8% | $152,861-90.7% |
| Participation rate | 46.2% | 78.0%-31.9pp | 75.8%-29.7pp | 82.4%-36.3pp |
| Annual return | 20.63% | 35.96%-15.3pp | 32.76%-12.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $988 | $3,218-69.3% | $2,718-63.6% | $4,762-79.3% |
| Participant deferral / active EE | $4,734 | $4,603+2.8% | $4,069+16.4% | $5,850-19.1% |
| Admin fee / account holder | $39,286 | $10,748+265.5% | $7,888+398.0% | $11,596+238.8% |