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 | $11,739 | $210,698-94.4% | $178,014-93.4% | $145,959-92.0% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.72% | 386.27%-378.6pp | 294.80%-287.1pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,022 | $4,567-77.6% | $3,950-74.1% | $4,661-78.1% |
| Participant deferral / active EE | $1,618 | $6,958-76.7% | $6,276-74.2% | $6,689-75.8% |
| Admin fee / account holder | $35,331 | $12,016+194.0% | $10,362+241.0% | $13,398+163.7% |