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 | $11,765 | $85,202-86.2% | $172,739-93.2% | $72,985-83.9% |
| Participation rate | 51.4% | 70.1%-18.6pp | 82.6%-31.2pp | 69.5%-18.1pp |
| Annual return | 20.89% | 27.32%-6.4pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $739 | $3,324-77.8% | $5,143-85.6% | $2,440-69.7% |
| Participant deferral / active EE | $1,151 | $3,260-64.7% | $5,198-77.9% | $3,607-68.1% |
| Admin fee / account holder | $1,546 | $5,884-73.7% | $13,954-88.9% | $5,124-69.8% |