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 | $14,998 | $48,570-69.1% | $130,648-88.5% | $72,985-79.5% |
| Participation rate | 51.0% | 58.6%-7.6pp | 71.7%-20.7pp | 69.5%-18.5pp |
| Annual return | 19.86% | 38.63%-18.8pp | 1708.96%-1689.1pp | 81.00%-61.1pp |
| Employer contribution / active EE | $722 | $1,334-45.9% | $4,092-82.4% | $2,440-70.4% |
| Participant deferral / active EE | $1,120 | $2,384-53.0% | $3,603-68.9% | $3,607-69.0% |
| Admin fee / account holder | $3,730 | $3,549+5.1% | $5,464-31.7% | $5,124-27.2% |