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 | $14,785 | $63,346-76.7% | $92,233-84.0% | $70,131-78.9% |
| Participation rate | 28.0% | 68.7%-40.7pp | 76.5%-48.5pp | 69.5%-41.5pp |
| Annual return | 19.23% | 530.12%-510.9pp | 176.28%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $502 | $2,471-79.7% | $3,679-86.4% | $2,342-78.6% |
| Participant deferral / active EE | $1,256 | $2,854-56.0% | $3,897-67.8% | $3,332-62.3% |
| Admin fee / account holder | $826 | $3,840-78.5% | $5,194-84.1% | $4,645-82.2% |