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 | $27,382 | $100,041-72.6% | $149,718-81.7% | $70,131-61.0% |
| Participation rate | 59.3% | 83.6%-24.3pp | 87.1%-27.8pp | 69.5%-10.3pp |
| Annual return | 20.68% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,451 | $3,662-60.4% | $5,445-73.4% | $2,342-38.1% |
| Participant deferral / active EE | $3,555 | $4,983-28.7% | $6,569-45.9% | $3,332+6.7% |
| Admin fee / account holder | $4,557 | $8,286-45.0% | $11,283-59.6% | $4,645-1.9% |