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 | $9,913 | $73,515-86.5% | $62,995-84.3% | $147,584-93.3% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.8%-27.4pp | 82.8%-35.5pp |
| Annual return | 16.54% | 175.43%-158.9pp | 87.57%-71.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $542 | $3,320-83.7% | $2,759-80.4% | $4,876-88.9% |
| Participant deferral / active EE | $1,330 | $4,185-68.2% | $3,329-60.0% | $5,439-75.5% |
| Admin fee / account holder | $482 | $5,953-91.9% | $3,600-86.6% | $10,885-95.6% |