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 | $13,121 | $215,361-93.9% | $171,082-92.3% | $273,961-95.2% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 12.14% | 25.14%-13.0pp | 32.56%-20.4pp | 41.45%-29.3pp |
| Employer contribution / active EE | $933 | $4,967-81.2% | $4,002-76.7% | $4,869-80.8% |
| Participant deferral / active EE | $3,307 | $5,543-40.3% | $4,797-31.1% | $5,287-37.5% |
| Admin fee / account holder | $1,488 | $10,846-86.3% | $8,520-82.5% | $10,132-85.3% |