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 | $22,404 | $86,286-74.0% | $111,297-79.9% | $85,850-73.9% |
| Participation rate | 66.1% | 73.3%-7.3pp | 77.3%-11.2pp | 69.3%-3.2pp |
| Annual return | 13.03% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $996 | $2,043-51.2% | $2,731-63.5% | $2,565-61.2% |
| Participant deferral / active EE | $1,890 | $3,641-48.1% | $4,487-57.9% | $3,952-52.2% |
| Admin fee / account holder | $3,875 | $8,188-52.7% | $7,964-51.3% | $6,260-38.1% |