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 | $10,639 | $99,341-89.3% | $84,750-87.4% | $273,961-96.1% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 49.28% | 22.93%+26.4pp | 22.78%+26.5pp | 41.45%+7.8pp |
| Employer contribution / active EE | $938 | $4,214-77.7% | $3,574-73.7% | $4,869-80.7% |
| Participant deferral / active EE | $3,092 | $4,269-27.6% | $3,712-16.7% | $5,287-41.5% |
| Admin fee / account holder | $375 | $6,644-94.4% | $5,332-93.0% | $10,132-96.3% |