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 | $8,583 | $85,202-89.9% | $172,739-95.0% | $72,985-88.2% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 27.39% | 27.32%+0.1pp | 802.84%-775.4pp | 81.00%-53.6pp |
| Employer contribution / active EE | $412 | $3,324-87.6% | $5,143-92.0% | $2,440-83.1% |
| Participant deferral / active EE | $1,001 | $3,260-69.3% | $5,198-80.7% | $3,607-72.2% |
| Admin fee / account holder | $1,927 | $5,884-67.3% | $13,954-86.2% | $5,124-62.4% |