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 | $12,267 | $99,652-87.7% | $78,778-84.4% | $147,584-91.7% |
| Participation rate | 58.3% | 76.2%-17.9pp | 69.2%-10.9pp | 82.8%-24.5pp |
| Annual return | 24.23% | 47.28%-23.1pp | 35.62%-11.4pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,291 | $2,796-53.8% | $1,986-35.0% | $4,876-73.5% |
| Participant deferral / active EE | $3,059 | $3,664-16.5% | $2,958+3.4% | $5,439-43.8% |
| Admin fee / account holder | $1,764 | $7,155-75.4% | $5,134-65.6% | $10,885-83.8% |