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 | $18,394 | $176,662-89.6% | $130,648-85.9% | $152,861-88.0% |
| Participation rate | 45.5% | 79.0%-33.5pp | 71.7%-26.3pp | 82.4%-37.0pp |
| Annual return | 6.14% | 2692.24%-2686.1pp | 1708.96%-1702.8pp | 345.32%-339.2pp |
| Employer contribution / active EE | $350 | $5,742-93.9% | $4,092-91.4% | $4,762-92.7% |
| Participant deferral / active EE | $1,101 | $4,361-74.8% | $3,603-69.4% | $5,850-81.2% |
| Admin fee / account holder | $334 | $7,133-95.3% | $5,464-93.9% | $11,596-97.1% |