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 | $20,791 | $149,679-86.1% | $117,039-82.2% | $147,584-85.9% |
| Participation rate | 52.6% | 83.5%-30.9pp | 77.2%-24.6pp | 82.8%-30.2pp |
| Annual return | 16.89% | 19.31%-2.4pp | 18.95%-2.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,309 | $4,937-73.5% | $3,785-65.4% | $4,876-73.1% |
| Participant deferral / active EE | $2,805 | $4,912-42.9% | $3,929-28.6% | $5,439-48.4% |
| Admin fee / account holder | $429 | $7,856-94.5% | $5,974-92.8% | $10,885-96.1% |