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 | $10,581 | $43,133-75.5% | $89,391-88.2% | $73,488-85.6% |
| Participation rate | 65.4% | 55.0%+10.5pp | 68.0%-2.6pp | 70.7%-5.3pp |
| Annual return | 16.14% | 135.66%-119.5pp | 245.62%-229.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $507 | $1,438-64.7% | $2,586-80.4% | $2,270-77.7% |
| Participant deferral / active EE | $944 | $2,445-61.4% | $3,890-75.7% | $3,740-74.7% |
| Admin fee / account holder | $469 | $444+5.7% | $4,881-90.4% | $513-8.6% |