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 | $8,377 | $99,020-91.5% | $86,590-90.3% | $147,584-94.3% |
| Participation rate | 30.8% | 76.3%-45.6pp | 73.5%-42.8pp | 82.8%-52.1pp |
| Annual return | 23.70% | 1312.34%-1288.6pp | 964.84%-941.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $744 | $3,132-76.2% | $2,839-73.8% | $4,876-84.7% |
| Participant deferral / active EE | $1,145 | $3,972-71.2% | $3,609-68.3% | $5,439-78.9% |
| Admin fee / account holder | $865 | $5,710-84.9% | $4,906-82.4% | $10,885-92.1% |