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 | $6,746 | $53,127-87.3% | $86,590-92.2% | $70,131-90.4% |
| Participation rate | 38.5% | 65.3%-26.8pp | 73.5%-35.1pp | 69.5%-31.1pp |
| Annual return | 24.60% | 27.66%-3.1pp | 964.84%-940.2pp | 73.14%-48.5pp |
| Employer contribution / active EE | $392 | $2,068-81.1% | $2,839-86.2% | $2,342-83.3% |
| Participant deferral / active EE | $1,414 | $2,696-47.5% | $3,609-60.8% | $3,332-57.6% |
| Admin fee / account holder | $2,503 | $3,585-30.2% | $4,906-49.0% | $4,645-46.1% |