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 | $14,533 | $135,952-89.3% | $123,892-88.3% | $273,961-94.7% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 10.37% | 56.63%-46.3pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,481 | $5,170-71.3% | $4,617-67.9% | $4,869-69.6% |
| Participant deferral / active EE | $1,992 | $6,343-68.6% | $5,984-66.7% | $5,287-62.3% |
| Admin fee / account holder | $661 | $9,817-93.3% | $8,357-92.1% | $10,132-93.5% |