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 | $3,818 | $99,020-96.1% | $86,590-95.6% | $147,584-97.4% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 12.34% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $272 | $3,132-91.3% | $2,839-90.4% | $4,876-94.4% |
| Participant deferral / active EE | $593 | $3,972-85.1% | $3,609-83.6% | $5,439-89.1% |
| Admin fee / account holder | $2,189 | $5,710-61.7% | $4,906-55.4% | $10,885-79.9% |