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 | $21,166 | $85,766-75.3% | $136,294-84.5% | $70,131-69.8% |
| Participation rate | 67.9% | 74.2%-6.3pp | 81.9%-14.1pp | 69.5%-1.7pp |
| Annual return | 275.19% | 31.45%+243.7pp | 5155.94%-4880.7pp | 73.14%+202.1pp |
| Employer contribution / active EE | $1,513 | $2,966-49.0% | $4,695-67.8% | $2,342-35.4% |
| Participant deferral / active EE | $3,223 | $5,051-36.2% | $6,247-48.4% | $3,332-3.3% |
| Admin fee / account holder | $1,623 | $5,420-70.1% | $9,243-82.4% | $4,645-65.1% |