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 | $12,951 | $103,376-87.5% | $87,100-85.1% | $152,861-91.5% |
| Participation rate | 19.0% | 79.3%-60.3pp | 76.9%-57.8pp | 82.4%-63.4pp |
| Annual return | 16.43% | 28.10%-11.7pp | 28.19%-11.8pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,502 | $3,220-53.4% | $2,521-40.4% | $4,762-68.5% |
| Participant deferral / active EE | $3,281 | $4,778-31.3% | $4,049-18.9% | $5,850-43.9% |
| Admin fee / account holder | $36,448 | $12,205+198.6% | $7,497+386.2% | $11,596+214.3% |