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 | $33,087 | $79,171-58.2% | $102,423-67.7% | $74,495-55.6% |
| Participation rate | 61.0% | 74.8%-13.8pp | 76.5%-15.5pp | 67.2%-6.2pp |
| Annual return | 12.38% | 54.93%-42.6pp | 29.32%-16.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,102 | $2,362-53.3% | $3,023-63.5% | $2,623-58.0% |
| Participant deferral / active EE | $3,469 | $4,415-21.4% | $5,053-31.3% | $4,346-20.2% |
| Admin fee / account holder | $1,437 | $2,001-28.2% | $9,451-84.8% | $1,942-26.0% |