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 | $29,603 | $79,523-62.8% | $140,016-78.9% | $56,287-47.4% |
| Participation rate | 64.2% | 85.7%-21.6pp | 87.5%-23.3pp | 69.9%-5.7pp |
| Annual return | 13.61% | 2.39%+11.2pp | 651.12%-637.5pp | -9.96%+23.6pp |
| Employer contribution / active EE | $1,796 | $3,350-46.4% | $5,606-68.0% | $2,111-14.9% |
| Participant deferral / active EE | $3,843 | $5,129-25.1% | $6,927-44.5% | $3,350+14.7% |
| Admin fee / account holder | $2,477 | $614+303.3% | $10,705-76.9% | $521+375.5% |