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 | $5,788 | $85,766-93.3% | $136,294-95.8% | $70,131-91.7% |
| Participation rate | 61.1% | 74.2%-13.1pp | 81.9%-20.9pp | 69.5%-8.5pp |
| Annual return | 40.89% | 31.45%+9.4pp | 5155.94%-5115.0pp | 73.14%-32.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,728 | $5,051-46.0% | $6,247-56.3% | $3,332-18.1% |
| Admin fee / account holder | $598 | $5,420-89.0% | $9,243-93.5% | $4,645-87.1% |