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 | $9,583 | $63,346-84.9% | $92,233-89.6% | $70,131-86.3% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 14.63% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,299 | $2,471-7.0% | $3,679-37.5% | $2,342-1.9% |
| Participant deferral / active EE | $1,514 | $2,854-46.9% | $3,897-61.1% | $3,332-54.6% |
| Admin fee / account holder | $1,216 | $3,840-68.3% | $5,194-76.6% | $4,645-73.8% |