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 | $20,991 | $86,332-75.7% | $125,175-83.2% | $65,185-67.8% |
| Participation rate | 37.9% | 75.3%-37.4pp | 79.8%-41.9pp | 70.2%-32.3pp |
| Annual return | 33.65% | 27.43%+6.2pp | 43.79%-10.1pp | 29.38%+4.3pp |
| Employer contribution / active EE | $1,055 | $2,040-48.3% | $3,865-72.7% | $2,177-51.5% |
| Participant deferral / active EE | $2,190 | $3,537-38.1% | $4,937-55.6% | $3,514-37.7% |
| Admin fee / account holder | $2,476 | $609+306.5% | $9,702-74.5% | $847+192.3% |