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 | $24,803 | $78,705-68.5% | $117,854-79.0% | $70,131-64.6% |
| Participation rate | 61.9% | 73.2%-11.3pp | 79.7%-17.8pp | 69.5%-7.6pp |
| Annual return | 19.41% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.7pp |
| Employer contribution / active EE | $5,664 | $2,223+154.8% | $3,786+49.6% | $2,342+141.8% |
| Participant deferral / active EE | $2,564 | $3,297-22.2% | $4,482-42.8% | $3,332-23.0% |
| Admin fee / account holder | $428 | $5,065-91.5% | $8,020-94.7% | $4,645-90.8% |