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 | $20,269 | $99,652-79.7% | $78,778-74.3% | $147,584-86.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 69.2%-10.4pp | 82.8%-24.0pp |
| Annual return | 9.85% | 47.28%-37.4pp | 35.62%-25.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $1,021 | $2,796-63.5% | $1,986-48.6% | $4,876-79.1% |
| Participant deferral / active EE | $1,283 | $3,664-65.0% | $2,958-56.6% | $5,439-76.4% |
| Admin fee / account holder | $1,464 | $7,155-79.5% | $5,134-71.5% | $10,885-86.6% |