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 | $17,448 | $116,175-85.0% | $93,606-81.4% | $152,861-88.6% |
| Participation rate | 47.1% | 78.0%-31.0pp | 75.8%-28.8pp | 82.4%-35.4pp |
| Annual return | 21.71% | 35.96%-14.3pp | 32.76%-11.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,798 | $3,218-44.1% | $2,718-33.8% | $4,762-62.2% |
| Participant deferral / active EE | $2,905 | $4,603-36.9% | $4,069-28.6% | $5,850-50.3% |
| Admin fee / account holder | $3,151 | $10,748-70.7% | $7,888-60.1% | $11,596-72.8% |