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 | $33,407 | $125,758-73.4% | $169,993-80.3% | $75,163-55.6% |
| Participation rate | 69.5% | 83.6%-14.1pp | 87.0%-17.5pp | 67.2%+2.3pp |
| Annual return | 33.60% | 27.20%+6.4pp | 53.37%-19.8pp | 160.62%-127.0pp |
| Employer contribution / active EE | $1,985 | $4,615-57.0% | $6,785-70.7% | $2,670-25.6% |
| Participant deferral / active EE | $3,302 | $6,837-51.7% | $10,408-68.3% | $4,125-20.0% |
| Admin fee / account holder | $893 | $8,173-89.1% | $12,815-93.0% | $5,651-84.2% |