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 | $9,007 | $84,233-89.3% | $170,442-94.7% | $70,131-87.2% |
| Participation rate | 57.7% | 70.8%-13.1pp | 83.6%-25.9pp | 69.5%-11.8pp |
| Annual return | 39.67% | 23.06%+16.6pp | 205.93%-166.3pp | 73.14%-33.5pp |
| Employer contribution / active EE | $553 | $3,387-83.7% | $5,433-89.8% | $2,342-76.4% |
| Participant deferral / active EE | $1,448 | $3,086-53.1% | $4,939-70.7% | $3,332-56.5% |
| Admin fee / account holder | $923 | $5,698-83.8% | $13,880-93.3% | $4,645-80.1% |