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 | $19,825 | $152,460-87.0% | $118,746-83.3% | $147,584-86.6% |
| Participation rate | 53.3% | 82.3%-28.9pp | 78.3%-24.9pp | 82.8%-29.5pp |
| Annual return | 21.16% | 17.41%+3.7pp | 24.54%-3.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,249 | $5,046-75.2% | $4,193-70.2% | $4,876-74.4% |
| Participant deferral / active EE | $2,261 | $6,212-63.6% | $5,332-57.6% | $5,439-58.4% |
| Admin fee / account holder | $534 | $16,953-96.9% | $10,720-95.0% | $10,885-95.1% |