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 | $15,736 | $215,361-92.7% | $171,082-90.8% | $273,961-94.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 13.86% | 25.14%-11.3pp | 32.56%-18.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,616 | $4,967-47.3% | $4,002-34.6% | $4,869-46.3% |
| Participant deferral / active EE | $3,886 | $5,543-29.9% | $4,797-19.0% | $5,287-26.5% |
| Admin fee / account holder | $1,088 | $10,846-90.0% | $8,520-87.2% | $10,132-89.3% |