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 | $14,040 | $104,251-86.5% | $91,001-84.6% | $147,584-90.5% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 23.35% | 27.06%-3.7pp | 4.60%+18.7pp | 578.55%-555.2pp |
| Employer contribution / active EE | $768 | $3,116-75.4% | $2,456-68.7% | $4,876-84.3% |
| Participant deferral / active EE | $2,571 | $4,195-38.7% | $3,547-27.5% | $5,439-52.7% |
| Admin fee / account holder | $629 | $8,948-93.0% | $5,417-88.4% | $10,885-94.2% |