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 | $14,844 | $56,199-73.6% | $67,652-78.1% | $59,632-75.1% |
| Participation rate | 66.3% | 71.5%-5.2pp | 75.7%-9.4pp | 68.7%-2.4pp |
| Annual return | 4.58% | 18505.31%-18500.7pp | 6625.04%-6620.5pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $1,360 | $1,614-15.8% | $2,266-40.0% | $2,203-38.2% |
| Participant deferral / active EE | $1,819 | $2,844-36.0% | $3,560-48.9% | $3,192-43.0% |
| Admin fee / account holder | $510 | $3,958-87.1% | $4,821-89.4% | $4,297-88.1% |