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 | $34,668 | $100,041-65.3% | $149,718-76.8% | $70,131-50.6% |
| Participation rate | 67.4% | 83.6%-16.1pp | 87.1%-19.6pp | 69.5%-2.1pp |
| Annual return | 19.83% | 27.43%-7.6pp | 1501.63%-1481.8pp | 73.14%-53.3pp |
| Employer contribution / active EE | $1,540 | $3,662-57.9% | $5,445-71.7% | $2,342-34.3% |
| Participant deferral / active EE | $4,360 | $4,983-12.5% | $6,569-33.6% | $3,332+30.9% |
| Admin fee / account holder | $6,781 | $8,286-18.2% | $11,283-39.9% | $4,645+46.0% |