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 | $12,026 | $105,859-88.6% | $90,160-86.7% | $147,584-91.9% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 89.20% | 37.63%+51.6pp | 34.88%+54.3pp | 578.55%-489.3pp |
| Employer contribution / active EE | $1,771 | $4,126-57.1% | $3,318-46.6% | $4,876-63.7% |
| Participant deferral / active EE | $2,697 | $5,733-53.0% | $5,288-49.0% | $5,439-50.4% |
| Admin fee / account holder | $1,865 | $8,046-76.8% | $5,943-68.6% | $10,885-82.9% |