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 | $37,234 | $575,287-93.5% | $102,479-63.7% | $575,287-93.5% |
| Participation rate | 40.0% | 88.5%-48.5pp | 93.2%-53.2pp | 88.5%-48.5pp |
| Annual return | 16.29% | 7.52%+8.8pp | 14.30%+2.0pp | 7.52%+8.8pp |
| Employer contribution / active EE | $0 | $26,761-100.0% | $5,140-100.0% | $26,761-100.0% |
| Participant deferral / active EE | $1,840 | $6,006-69.4% | $8,295-77.8% | $6,006-69.4% |
| Admin fee / account holder | $5,367 | $17,721-69.7% | $843+536.3% | $17,721-69.7% |