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 | $14,064 | $138,065-89.8% | $123,544-88.6% | $135,375-89.6% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | 2.69% | 153.68%-151.0pp | 119.20%-116.5pp | 519.73%-517.0pp |
| Employer contribution / active EE | $4,051 | $5,151-21.4% | $4,628-12.5% | $4,779-15.2% |
| Participant deferral / active EE | $13,957 | $6,799+105.3% | $6,426+117.2% | $5,609+148.8% |
| Admin fee / account holder | $10,528 | $10,916-3.6% | $9,284+13.4% | $10,827-2.8% |