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 | $13,710 | $232,540-94.1% | $185,117-92.6% | $147,584-90.7% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 10.51% | 43.03%-32.5pp | 40.50%-30.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $673 | $5,195-87.1% | $4,182-83.9% | $4,876-86.2% |
| Participant deferral / active EE | $1,571 | $5,834-73.1% | $5,045-68.9% | $5,439-71.1% |
| Admin fee / account holder | $1,797 | $10,275-82.5% | $8,159-78.0% | $10,885-83.5% |