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 | $7,442 | $100,852-92.6% | $90,404-91.8% | $158,922-95.3% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 20.78% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $769 | $3,689-79.1% | $3,262-76.4% | $4,761-83.8% |
| Participant deferral / active EE | $848 | $4,348-80.5% | $3,963-78.6% | $5,982-85.8% |
| Admin fee / account holder | $1,270 | $6,501-80.5% | $5,611-77.4% | $11,246-88.7% |