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 | $14,081 | $152,587-90.8% | $125,175-88.8% | $152,861-90.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 35.98% | 54.84%-18.9pp | 43.79%-7.8pp | 345.32%-309.3pp |
| Employer contribution / active EE | $1,439 | $4,946-70.9% | $3,865-62.8% | $4,762-69.8% |
| Participant deferral / active EE | $2,198 | $5,868-62.5% | $4,937-55.5% | $5,850-62.4% |
| Admin fee / account holder | $441 | $13,434-96.7% | $9,702-95.5% | $11,596-96.2% |