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 | $19,632 | $81,625-75.9% | $167,512-88.3% | $74,304-73.6% |
| Participation rate | 45.5% | 60.0%-14.6pp | 77.1%-31.6pp | 60.3%-14.9pp |
| Annual return | 20.89% | 26.09%-5.2pp | 1615.79%-1594.9pp | 29.43%-8.5pp |
| Employer contribution / active EE | $458 | $2,010-77.2% | $3,882-88.2% | $2,241-79.6% |
| Participant deferral / active EE | $2,062 | $4,115-49.9% | $6,405-67.8% | $3,767-45.3% |
| Admin fee / account holder | $2,841 | $3,474-18.2% | $9,769-70.9% | $2,969-4.3% |