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 | $9,306 | $232,540-96.0% | $185,117-95.0% | $147,584-93.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 19.03% | 43.03%-24.0pp | 40.50%-21.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $921 | $5,195-82.3% | $4,182-78.0% | $4,876-81.1% |
| Participant deferral / active EE | $1,024 | $5,834-82.5% | $5,045-79.7% | $5,439-81.2% |
| Admin fee / account holder | $977 | $10,275-90.5% | $8,159-88.0% | $10,885-91.0% |