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 | $5,870 | $90,503-93.5% | $78,689-92.5% | $273,961-97.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 86.37% | 75.60%+10.8pp | 62.18%+24.2pp | 41.45%+44.9pp |
| Employer contribution / active EE | $2,760 | $3,176-13.1% | $2,851-3.2% | $4,869-43.3% |
| Participant deferral / active EE | $4,674 | $3,901+19.8% | $3,517+32.9% | $5,287-11.6% |
| Admin fee / account holder | $1,887 | $5,263-64.2% | $4,510-58.2% | $10,132-81.4% |