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 | $16,984 | $106,890-84.1% | $84,015-79.8% | $152,861-88.9% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.4%-44.0pp |
| Annual return | 22.69% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $516 | $2,734-81.1% | $1,983-74.0% | $4,762-89.2% |
| Participant deferral / active EE | $1,298 | $4,011-67.6% | $3,239-59.9% | $5,850-77.8% |
| Admin fee / account holder | $7,354 | $8,285-11.2% | $6,101+20.5% | $11,596-36.6% |