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 | $28,221 | $88,083-68.0% | $164,813-82.9% | $74,495-62.1% |
| Participation rate | 43.6% | 73.0%-29.4pp | 78.6%-35.0pp | 67.2%-23.6pp |
| Annual return | 19.60% | 17.26%+2.3pp | 69.93%-50.3pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $2,142 | $2,593-17.4% | $4,341-50.7% | $2,623-18.3% |
| Participant deferral / active EE | $3,932 | $4,498-12.6% | $6,031-34.8% | $4,346-9.5% |
| Admin fee / account holder | $4,045 | $2,234+81.1% | $12,690-68.1% | $1,942+108.3% |