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 | $30,710 | $198,466-84.5% | $170,442-82.0% | $147,584-79.2% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 15.64% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,548 | $6,184-75.0% | $5,433-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $3,658 | $5,629-35.0% | $4,939-25.9% | $5,439-32.7% |
| Admin fee / account holder | $344 | $16,852-98.0% | $13,880-97.5% | $10,885-96.8% |