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 | $12,023 | $99,652-87.9% | $78,778-84.7% | $147,584-91.9% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 13.19% | 47.28%-34.1pp | 35.62%-22.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $830 | $2,796-70.3% | $1,986-58.2% | $4,876-83.0% |
| Participant deferral / active EE | $2,109 | $3,664-42.4% | $2,958-28.7% | $5,439-61.2% |
| Admin fee / account holder | $1,185 | $7,155-83.4% | $5,134-76.9% | $10,885-89.1% |