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 | $6,623 | $63,346-89.5% | $92,233-92.8% | $70,131-90.6% |
| Participation rate | 44.2% | 68.7%-24.5pp | 76.5%-32.3pp | 69.5%-25.4pp |
| Annual return | 21.22% | 530.12%-508.9pp | 176.28%-155.1pp | 73.14%-51.9pp |
| Employer contribution / active EE | $555 | $2,471-77.5% | $3,679-84.9% | $2,342-76.3% |
| Participant deferral / active EE | $1,306 | $2,854-54.2% | $3,897-66.5% | $3,332-60.8% |
| Admin fee / account holder | $826 | $3,840-78.5% | $5,194-84.1% | $4,645-82.2% |