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 5-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 | $10,199 | $118,450-91.4% | $98,439-89.6% | $139,434-92.7% |
| Participation rate | 47.1% | 77.4%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 21.44% | 18.94%+2.5pp | 21.16%+0.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $751 | $3,609-79.2% | $3,048-75.4% | $4,751-84.2% |
| Participant deferral / active EE | $1,474 | $5,392-72.7% | $4,738-68.9% | $6,710-78.0% |
| Admin fee / account holder | $1,145 | $14,026-91.8% | $8,948-87.2% | $11,403-90.0% |