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 3-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 | $28,838 | $138,347-79.2% | $184,203-84.3% | $80,856-64.3% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.6%-23.2pp |
| Annual return | 61.70% | 20.02%+41.7pp | 28.81%+32.9pp | 35.59%+26.1pp |
| Employer contribution / active EE | $2,598 | $4,850-46.4% | $6,427-59.6% | $2,755-5.7% |
| Participant deferral / active EE | $7,986 | $7,071+12.9% | $9,131-12.5% | $4,296+85.9% |
| Admin fee / account holder | $1,328 | $10,483-87.3% | $13,901-90.4% | $6,918-80.8% |