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 | $18,762 | $168,632-88.9% | $147,614-87.3% | $125,391-85.0% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 41.55% | 77.65%-36.1pp | 61.98%-20.4pp | 282.22%-240.7pp |
| Employer contribution / active EE | $1,524 | $6,252-75.6% | $5,564-72.6% | $4,866-68.7% |
| Participant deferral / active EE | $3,426 | $5,507-37.8% | $4,895-30.0% | $5,352-36.0% |
| Admin fee / account holder | $4,128 | $13,580-69.6% | $11,611-64.4% | $9,540-56.7% |