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 | $13,023 | $107,934-87.9% | $91,989-85.8% | $152,861-91.5% |
| Participation rate | 52.6% | 81.2%-28.5pp | 78.6%-26.0pp | 82.4%-29.8pp |
| Annual return | 29.74% | 89.24%-59.5pp | 69.02%-39.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $1,310 | $4,210-68.9% | $3,452-62.1% | $4,762-72.5% |
| Participant deferral / active EE | $3,439 | $6,364-46.0% | $5,923-41.9% | $5,850-41.2% |
| Admin fee / account holder | $4,651 | $10,520-55.8% | $7,743-39.9% | $11,596-59.9% |