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 | $13,380 | $118,849-88.7% | $96,562-86.1% | $167,490-92.0% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 8.33% | 50.49%-42.2pp | 37.78%-29.5pp | 478.56%-470.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,521 | $4,616-67.1% | $3,849-60.5% | $6,341-76.0% |
| Admin fee / account holder | $9,109 | $8,065+12.9% | $6,181+47.4% | $12,309-26.0% |