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 | $18,216 | $73,933-75.4% | $96,683-81.2% | $75,163-75.8% |
| Participation rate | 57.3% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 15.95% | 26.70%-10.8pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $794 | $2,928-72.9% | $3,737-78.8% | $2,670-70.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $649 | $5,216-87.6% | $6,730-90.4% | $5,651-88.5% |