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 | $12,841 | $70,669-81.8% | $169,368-92.4% | $75,163-82.9% |
| Participation rate | 68.5% | 64.8%+3.7pp | 77.1%-8.7pp | 67.2%+1.3pp |
| Annual return | 31.30% | 36.36%-5.1pp | 405.60%-374.3pp | 160.62%-129.3pp |
| Employer contribution / active EE | $1,413 | $2,211-36.1% | $4,013-64.8% | $2,670-47.1% |
| Participant deferral / active EE | $3,268 | $4,311-24.2% | $6,221-47.5% | $4,125-20.8% |
| Admin fee / account holder | $494 | $5,402-90.9% | $9,003-94.5% | $5,651-91.3% |