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 | $20,721 | $142,405-85.4% | $115,157-82.0% | $152,861-86.4% |
| Participation rate | 61.9% | 82.4%-20.4pp | 75.9%-14.0pp | 82.4%-20.5pp |
| Annual return | 23.44% | 41.48%-18.0pp | 35.60%-12.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,511 | $4,010-62.3% | $3,179-52.5% | $4,762-68.3% |
| Participant deferral / active EE | $2,929 | $5,164-43.3% | $4,168-29.7% | $5,850-49.9% |
| Admin fee / account holder | $1,518 | $8,462-82.1% | $7,088-78.6% | $11,596-86.9% |