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 | $24,709 | $78,705-68.6% | $117,854-79.0% | $70,131-64.8% |
| Participation rate | 55.6% | 73.2%-17.6pp | 79.7%-24.1pp | 69.5%-14.0pp |
| Annual return | 20.60% | 23.30%-2.7pp | 335.08%-314.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $772 | $2,223-65.3% | $3,786-79.6% | $2,342-67.0% |
| Participant deferral / active EE | $1,514 | $3,297-54.1% | $4,482-66.2% | $3,332-54.5% |
| Admin fee / account holder | $665 | $5,065-86.9% | $8,020-91.7% | $4,645-85.7% |