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 | $12,020 | $94,031-87.2% | $115,768-89.6% | $82,448-85.4% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.4%-18.8pp | 68.1%-12.5pp |
| Annual return | 14.42% | 20.61%-6.2pp | 100.46%-86.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,103 | $2,323-52.5% | $2,940-62.5% | $2,551-56.8% |
| Participant deferral / active EE | $1,774 | $3,972-55.3% | $4,917-63.9% | $4,139-57.2% |
| Admin fee / account holder | $2,081 | $10,249-79.7% | $12,439-83.3% | $7,234-71.2% |