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 | $9,703 | $85,202-88.6% | $172,739-94.4% | $72,985-86.7% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 27.18% | 27.32%-0.1pp | 802.84%-775.7pp | 81.00%-53.8pp |
| Employer contribution / active EE | $545 | $3,324-83.6% | $5,143-89.4% | $2,440-77.7% |
| Participant deferral / active EE | $2,645 | $3,260-18.9% | $5,198-49.1% | $3,607-26.7% |
| Admin fee / account holder | $844 | $5,884-85.6% | $13,954-93.9% | $5,124-83.5% |