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 | $19,183 | $153,772-87.5% | $133,980-85.7% | $273,961-93.0% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | 133.86% | 36.51%+97.4pp | 29.30%+104.6pp | 41.45%+92.4pp |
| Employer contribution / active EE | $3,404 | $6,029-43.5% | $5,211-34.7% | $4,869-30.1% |
| Participant deferral / active EE | $5,233 | $6,958-24.8% | $6,282-16.7% | $5,287-1.0% |
| Admin fee / account holder | $799 | $11,765-93.2% | $9,324-91.4% | $10,132-92.1% |