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 5-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 | $15,467 | $110,257-86.0% | $96,544-84.0% | $139,434-88.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 76.0%-12.3pp | 80.3%-16.7pp |
| Annual return | 29.69% | 26.32%+3.4pp | 25.84%+3.9pp | 372.94%-343.2pp |
| Employer contribution / active EE | $2,303 | $3,620-36.4% | $2,965-22.3% | $4,751-51.5% |
| Participant deferral / active EE | $6,783 | $5,548+22.3% | $4,851+39.8% | $6,710+1.1% |
| Admin fee / account holder | $747 | $11,591-93.6% | $8,252-91.0% | $11,403-93.5% |