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 | $18,961 | $91,019-79.2% | $392,568-95.2% | $72,985-74.0% |
| Participation rate | 44.9% | 74.4%-29.5pp | 78.1%-33.2pp | 69.5%-24.6pp |
| Annual return | 43.57% | 20.00%+23.6pp | 24.42%+19.2pp | 81.00%-37.4pp |
| Employer contribution / active EE | $1,333 | $2,751-51.5% | $3,783-64.8% | $2,440-45.4% |
| Participant deferral / active EE | $2,133 | $4,570-53.3% | $5,985-64.4% | $3,607-40.9% |
| Admin fee / account holder | $416 | $4,895-91.5% | $6,260-93.4% | $5,124-91.9% |