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 | $14,125 | $104,251-86.5% | $91,001-84.5% | $147,584-90.4% |
| Participation rate | 55.0% | 78.2%-23.2pp | 75.6%-20.6pp | 82.8%-27.8pp |
| Annual return | 24.48% | 27.06%-2.6pp | 4.60%+19.9pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,259 | $3,116-59.6% | $2,456-48.7% | $4,876-74.2% |
| Participant deferral / active EE | $3,239 | $4,195-22.8% | $3,547-8.7% | $5,439-40.4% |
| Admin fee / account holder | $2,979 | $8,948-66.7% | $5,417-45.0% | $10,885-72.6% |