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 | $14,045 | $78,103-82.0% | $289,028-95.1% | $116,875-88.0% |
| Participation rate | 42.3% | 69.5%-27.2pp | 78.0%-35.7pp | 74.5%-32.2pp |
| Annual return | 14.78% | 15.26%-0.5pp | 243.94%-229.2pp | 16.29%-1.5pp |
| Employer contribution / active EE | $774 | $2,718-71.5% | $6,326-87.8% | $3,288-76.5% |
| Participant deferral / active EE | $1,508 | $2,921-48.4% | $4,804-68.6% | $3,885-61.2% |
| Admin fee / account holder | $4,591 | $8,683-47.1% | $14,050-67.3% | $12,263-62.6% |