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 | $22,417 | $104,251-78.5% | $91,001-75.4% | $147,584-84.8% |
| Participation rate | 61.1% | 78.2%-17.1pp | 75.6%-14.5pp | 82.8%-21.7pp |
| Annual return | 16.24% | 27.06%-10.8pp | 4.60%+11.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $929 | $3,116-70.2% | $2,456-62.1% | $4,876-80.9% |
| Participant deferral / active EE | $1,714 | $4,195-59.1% | $3,547-51.7% | $5,439-68.5% |
| Admin fee / account holder | $1,717 | $8,948-80.8% | $5,417-68.3% | $10,885-84.2% |