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 | $31,850 | $99,985-68.1% | $146,665-78.3% | $85,850-62.9% |
| Participation rate | 61.9% | 73.1%-11.2pp | 80.1%-18.2pp | 69.3%-7.4pp |
| Annual return | 12.05% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,100 | $2,559-57.0% | $4,136-73.4% | $2,565-57.1% |
| Participant deferral / active EE | $2,034 | $4,006-49.2% | $5,506-63.1% | $3,952-48.5% |
| Admin fee / account holder | $1,952 | $7,702-74.7% | $10,280-81.0% | $6,260-68.8% |