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 | $13,559 | $85,202-84.1% | $172,739-92.2% | $72,985-81.4% |
| Participation rate | 52.4% | 70.1%-17.7pp | 82.6%-30.3pp | 69.5%-17.1pp |
| Annual return | 22.89% | 27.32%-4.4pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $525 | $3,324-84.2% | $5,143-89.8% | $2,440-78.5% |
| Participant deferral / active EE | $1,214 | $3,260-62.8% | $5,198-76.6% | $3,607-66.3% |
| Admin fee / account holder | $503 | $5,884-91.4% | $13,954-96.4% | $5,124-90.2% |