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 | $13,522 | $98,240-86.2% | $82,313-83.6% | $147,584-90.8% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 30.27% | 30.85%-0.6pp | 25.88%+4.4pp | 578.55%-548.3pp |
| Employer contribution / active EE | $2,122 | $3,192-33.5% | $2,428-12.6% | $4,876-56.5% |
| Participant deferral / active EE | $2,821 | $4,383-35.6% | $3,706-23.9% | $5,439-48.1% |
| Admin fee / account holder | $556 | $8,563-93.5% | $5,608-90.1% | $10,885-94.9% |