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 | $25,714 | $209,411-87.7% | $178,490-85.6% | $158,922-83.8% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 11.60% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,942 | $5,706-66.0% | $5,011-61.2% | $4,761-59.2% |
| Participant deferral / active EE | $6,094 | $5,954+2.3% | $5,202+17.1% | $5,982+1.9% |
| Admin fee / account holder | $8,332 | $17,074-51.2% | $13,984-40.4% | $11,246-25.9% |