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 | $10,731 | $60,124-82.2% | $90,404-88.1% | $79,858-86.6% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 21.75% | 71.94%-50.2pp | 1293.02%-1271.3pp | 31.71%-10.0pp |
| Employer contribution / active EE | $428 | $2,068-79.3% | $3,262-86.9% | $2,471-82.7% |
| Participant deferral / active EE | $892 | $2,938-69.6% | $3,963-77.5% | $3,740-76.1% |
| Admin fee / account holder | $5,508 | $3,976+38.5% | $5,611-1.8% | $5,306+3.8% |