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 | $11,559 | $181,894-93.6% | $156,549-92.6% | $273,961-95.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 13.97% | 30.74%-16.8pp | 32.23%-18.3pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,437 | $6,248-77.0% | $5,501-73.9% | $4,869-70.5% |
| Participant deferral / active EE | $2,410 | $5,550-56.6% | $4,871-50.5% | $5,287-54.4% |
| Admin fee / account holder | $559 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |