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 | $17,454 | $112,881-84.5% | $90,951-80.8% | $158,922-89.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 28.72% | 215.79%-187.1pp | 134.60%-105.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $1,383 | $2,893-52.2% | $2,122-34.8% | $4,761-71.0% |
| Participant deferral / active EE | $2,161 | $4,128-47.6% | $3,373-35.9% | $5,982-63.9% |
| Admin fee / account holder | $592 | $8,041-92.6% | $5,959-90.1% | $11,246-94.7% |