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 | $5,911 | $83,337-92.9% | $67,834-91.3% | $273,961-97.8% |
| Participation rate | 52.6% | 76.4%-23.8pp | 68.8%-16.2pp | 83.0%-30.4pp |
| Annual return | 7.75% | 259.45%-251.7pp | 138.47%-130.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,156 | $3,287-64.8% | $2,403-51.9% | $4,869-76.3% |
| Participant deferral / active EE | $1,680 | $4,088-58.9% | $3,160-46.8% | $5,287-68.2% |
| Admin fee / account holder | $316 | $6,752-95.3% | $4,622-93.2% | $10,132-96.9% |