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 | $25,702 | $149,679-82.8% | $117,039-78.0% | $147,584-82.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 13.51% | 19.31%-5.8pp | 18.95%-5.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,832 | $4,937-62.9% | $3,785-51.6% | $4,876-62.4% |
| Participant deferral / active EE | $3,092 | $4,912-37.0% | $3,929-21.3% | $5,439-43.1% |
| Admin fee / account holder | $2,728 | $7,856-65.3% | $5,974-54.3% | $10,885-74.9% |