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 | $6,989 | $102,966-93.2% | $90,281-92.3% | $152,861-95.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 14.54% | 95.16%-80.6pp | 78.10%-63.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $955 | $3,139-69.6% | $2,854-66.5% | $4,762-79.9% |
| Participant deferral / active EE | $4,279 | $4,281-0.1% | $3,885+10.1% | $5,850-26.9% |
| Admin fee / account holder | $15,158 | $6,171+145.6% | $5,351+183.3% | $11,596+30.7% |