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 | $28,569 | $99,985-71.4% | $146,665-80.5% | $85,850-66.7% |
| Participation rate | 44.4% | 73.1%-28.6pp | 80.1%-35.6pp | 69.3%-24.9pp |
| Annual return | 20.18% | 18.93%+1.3pp | 22.74%-2.6pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,232 | $2,559-12.8% | $4,136-46.0% | $2,565-13.0% |
| Participant deferral / active EE | $3,843 | $4,006-4.1% | $5,506-30.2% | $3,952-2.8% |
| Admin fee / account holder | $14,008 | $7,702+81.9% | $10,280+36.3% | $6,260+123.8% |