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 | $48,274 | $106,355-54.6% | $237,244-79.7% | $116,875-58.7% |
| Participation rate | 62.1% | 71.9%-9.8pp | 80.3%-18.2pp | 74.5%-12.5pp |
| Annual return | 16.70% | 17.03%-0.3pp | 4131.29%-4114.6pp | 16.29%+0.4pp |
| Employer contribution / active EE | $1,118 | $1,595-29.9% | $4,351-74.3% | $3,288-66.0% |
| Participant deferral / active EE | $1,851 | $3,396-45.5% | $4,056-54.3% | $3,885-52.3% |
| Admin fee / account holder | $1,186 | $11,423-89.6% | $18,030-93.4% | $12,263-90.3% |