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 | $12,160 | $65,409-81.4% | $98,442-87.6% | $85,850-85.8% |
| Participation rate | 67.9% | 65.0%+2.9pp | 73.3%-5.5pp | 69.3%-1.5pp |
| Annual return | 14.47% | 21.76%-7.3pp | 1492.73%-1478.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $402 | $2,168-81.5% | $2,960-86.4% | $2,565-84.3% |
| Participant deferral / active EE | $1,032 | $3,166-67.4% | $4,276-75.9% | $3,952-73.9% |
| Admin fee / account holder | $2,265 | $4,593-50.7% | $5,949-61.9% | $6,260-63.8% |