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 | $10,571 | $76,552-86.2% | $123,892-91.5% | $62,891-83.2% |
| Participation rate | 59.1% | 73.0%-13.9pp | 81.4%-22.3pp | 69.3%-10.2pp |
| Annual return | 47.00% | 18.68%+28.3pp | 47.52%-0.5pp | 20.14%+26.9pp |
| Employer contribution / active EE | $3,965 | $2,883+37.6% | $4,617-14.1% | $2,281+73.8% |
| Participant deferral / active EE | $8,022 | $4,840+65.7% | $5,984+34.0% | $3,203+150.4% |
| Admin fee / account holder | $4,124 | $4,826-14.5% | $8,357-50.7% | $4,296-4.0% |