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 | $18,256 | $63,346-71.2% | $92,233-80.2% | $70,131-74.0% |
| Participation rate | 52.8% | 68.7%-15.9pp | 76.5%-23.7pp | 69.5%-16.8pp |
| Annual return | 22.11% | 530.12%-508.0pp | 176.28%-154.2pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,338 | $2,471-45.8% | $3,679-63.6% | $2,342-42.9% |
| Participant deferral / active EE | $2,161 | $2,854-24.3% | $3,897-44.6% | $3,332-35.2% |
| Admin fee / account holder | $1,096 | $3,840-71.5% | $5,194-78.9% | $4,645-76.4% |