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 | $94,625-87.3% | $116,228-89.7% | $84,808-85.8% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 14.42% | 20.40%-6.0pp | 90.06%-75.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,103 | $2,347-53.0% | $2,994-63.2% | $2,631-58.1% |
| Participant deferral / active EE | $1,774 | $3,972-55.3% | $4,953-64.2% | $4,212-57.9% |
| Admin fee / account holder | $2,081 | $10,091-79.4% | $11,989-82.6% | $7,344-71.7% |