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 | $7,399 | $105,998-93.0% | $92,233-92.0% | $147,584-95.0% |
| Participation rate | 45.8% | 80.4%-34.6pp | 76.5%-30.6pp | 82.8%-37.0pp |
| Annual return | 14.17% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,066 | $4,333-75.4% | $3,679-71.0% | $4,876-78.1% |
| Participant deferral / active EE | $1,198 | $4,478-73.2% | $3,897-69.3% | $5,439-78.0% |
| Admin fee / account holder | $1,805 | $6,332-71.5% | $5,194-65.2% | $10,885-83.4% |