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 | $13,619 | $198,466-93.1% | $170,442-92.0% | $147,584-90.8% |
| Participation rate | 58.8% | 88.0%-29.1pp | 83.6%-24.8pp | 82.8%-24.0pp |
| Annual return | 9.85% | 257.29%-247.4pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,345 | $6,184-78.2% | $5,433-75.2% | $4,876-72.4% |
| Participant deferral / active EE | $2,482 | $5,629-55.9% | $4,939-49.8% | $5,439-54.4% |
| Admin fee / account holder | $7,714 | $16,852-54.2% | $13,880-44.4% | $10,885-29.1% |