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 | $19,758 | $85,766-77.0% | $136,294-85.5% | $70,131-71.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 296.01% | 31.45%+264.6pp | 5155.94%-4859.9pp | 73.14%+222.9pp |
| Employer contribution / active EE | $1,324 | $2,966-55.4% | $4,695-71.8% | $2,342-43.5% |
| Participant deferral / active EE | $3,808 | $5,051-24.6% | $6,247-39.0% | $3,332+14.3% |
| Admin fee / account holder | $396 | $5,420-92.7% | $9,243-95.7% | $4,645-91.5% |