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 | $18,464 | $157,256-88.3% | $141,162-86.9% | $152,861-87.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.0pp | 82.4%-14.0pp |
| Annual return | 17.29% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,954 | $5,261-62.9% | $4,735-58.7% | $4,762-59.0% |
| Participant deferral / active EE | $4,106 | $7,109-42.2% | $6,709-38.8% | $5,850-29.8% |
| Admin fee / account holder | $8,927 | $12,120-26.3% | $10,261-13.0% | $11,596-23.0% |