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 | $8,321 | $99,652-91.6% | $78,778-89.4% | $147,584-94.4% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | 8.92% | 47.28%-38.4pp | 35.62%-26.7pp | 578.55%-569.6pp |
| Employer contribution / active EE | $394 | $2,796-85.9% | $1,986-80.1% | $4,876-91.9% |
| Participant deferral / active EE | $897 | $3,664-75.5% | $2,958-69.7% | $5,439-83.5% |
| Admin fee / account holder | $1,073 | $7,155-85.0% | $5,134-79.1% | $10,885-90.1% |