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 | $12,117 | $101,069-88.0% | $81,478-85.1% | $147,584-91.8% |
| Participation rate | 57.1% | 74.5%-17.3pp | 68.0%-10.8pp | 82.8%-25.7pp |
| Annual return | 22.33% | 32.40%-10.1pp | 38.78%-16.4pp | 578.55%-556.2pp |
| Employer contribution / active EE | $2,458 | $3,205-23.3% | $2,568-4.3% | $4,876-49.6% |
| Participant deferral / active EE | $4,859 | $4,242+14.5% | $3,537+37.4% | $5,439-10.7% |
| Admin fee / account holder | $844 | $5,812-85.5% | $4,561-81.5% | $10,885-92.2% |