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 | $10,126 | $78,694-87.1% | $67,652-85.0% | $125,391-91.9% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | 15.93% | 9.46%+6.5pp | 6625.04%-6609.1pp | 282.22%-266.3pp |
| Employer contribution / active EE | $1,122 | $3,044-63.1% | $2,266-50.5% | $4,866-76.9% |
| Participant deferral / active EE | $1,605 | $4,292-62.6% | $3,560-54.9% | $5,352-70.0% |
| Admin fee / account holder | $3,858 | $7,403-47.9% | $4,821-20.0% | $9,540-59.6% |