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 | $13,348 | $52,467-74.6% | $57,179-76.7% | $55,167-75.8% |
| Participation rate | 60.3% | 75.8%-15.5pp | 75.3%-15.0pp | 69.0%-8.6pp |
| Annual return | 62.11% | 7.72%+54.4pp | 14.59%+47.5pp | 169.23%-107.1pp |
| Employer contribution / active EE | $1,644 | $2,477-33.6% | $2,682-38.7% | $1,963-16.2% |
| Participant deferral / active EE | $2,867 | $2,830+1.3% | $3,096-7.4% | $3,054-6.1% |
| Admin fee / account holder | $1,132 | $269+320.8% | $3,139-63.9% | $504+124.7% |