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 | $12,916 | $75,828-83.0% | $147,614-91.3% | $59,632-78.3% |
| Participation rate | 40.3% | 71.6%-31.3pp | 84.6%-44.3pp | 68.7%-28.4pp |
| Annual return | 2.84% | 0.37%+2.5pp | 61.98%-59.1pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $980 | $3,485-71.9% | $5,564-82.4% | $2,203-55.5% |
| Participant deferral / active EE | $1,636 | $3,130-47.7% | $4,895-66.6% | $3,192-48.7% |
| Admin fee / account holder | $374 | $5,985-93.7% | $11,611-96.8% | $4,297-91.3% |