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 | $12,346 | $85,202-85.5% | $172,739-92.9% | $72,985-83.1% |
| Participation rate | 22.0% | 70.1%-48.1pp | 82.6%-60.7pp | 69.5%-47.5pp |
| Annual return | 27.33% | 27.32%0pp | 802.84%-775.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $400 | $3,324-88.0% | $5,143-92.2% | $2,440-83.6% |
| Participant deferral / active EE | $914 | $3,260-72.0% | $5,198-82.4% | $3,607-74.7% |
| Admin fee / account holder | $10,897 | $5,884+85.2% | $13,954-21.9% | $5,124+112.6% |