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 | $12,672 | $176,662-92.8% | $130,648-90.3% | $152,861-91.7% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.4%-65.8pp |
| Annual return | 10.65% | 2692.24%-2681.6pp | 1708.96%-1698.3pp | 345.32%-334.7pp |
| Employer contribution / active EE | $198 | $5,742-96.5% | $4,092-95.2% | $4,762-95.8% |
| Participant deferral / active EE | $412 | $4,361-90.6% | $3,603-88.6% | $5,850-93.0% |
| Admin fee / account holder | $25,666 | $7,133+259.8% | $5,464+369.7% | $11,596+121.3% |