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 | $30,502 | $100,041-69.5% | $149,718-79.6% | $70,131-56.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 15.83% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,812 | $3,662-50.5% | $5,445-66.7% | $2,342-22.6% |
| Participant deferral / active EE | $5,247 | $4,983+5.3% | $6,569-20.1% | $3,332+57.5% |
| Admin fee / account holder | $4,153 | $8,286-49.9% | $11,283-63.2% | $4,645-10.6% |