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 | $30,802 | $181,894-83.1% | $156,549-80.3% | $273,961-88.8% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 2866.39% | 30.74%+2835.6pp | 32.23%+2834.2pp | 41.45%+2824.9pp |
| Employer contribution / active EE | $3,640 | $6,248-41.7% | $5,501-33.8% | $4,869-25.2% |
| Participant deferral / active EE | $6,861 | $5,550+23.6% | $4,871+40.9% | $5,287+29.8% |
| Admin fee / account holder | $2,133 | $15,559-86.3% | $13,027-83.6% | $10,132-78.9% |