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 | $20,894 | $135,952-84.6% | $123,892-83.1% | $273,961-92.4% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 77.51% | 56.63%+20.9pp | 47.52%+30.0pp | 41.45%+36.1pp |
| Employer contribution / active EE | $3,590 | $5,170-30.5% | $4,617-22.2% | $4,869-26.3% |
| Participant deferral / active EE | $5,722 | $6,343-9.8% | $5,984-4.4% | $5,287+8.2% |
| Admin fee / account holder | $742 | $9,817-92.4% | $8,357-91.1% | $10,132-92.7% |