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 | $25,365 | $149,679-83.1% | $117,039-78.3% | $147,584-82.8% |
| Participation rate | 63.6% | 83.5%-19.9pp | 77.2%-13.5pp | 82.8%-19.2pp |
| Annual return | 18.97% | 19.31%-0.3pp | 18.95%0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,113 | $4,937-77.5% | $3,785-70.6% | $4,876-77.2% |
| Participant deferral / active EE | $1,384 | $4,912-71.8% | $3,929-64.8% | $5,439-74.5% |
| Admin fee / account holder | $405 | $7,856-94.8% | $5,974-93.2% | $10,885-96.3% |