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 | $7,938 | $105,998-92.5% | $92,233-91.4% | $147,584-94.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 16.36% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $920 | $4,333-78.8% | $3,679-75.0% | $4,876-81.1% |
| Participant deferral / active EE | $2,272 | $4,478-49.3% | $3,897-41.7% | $5,439-58.2% |
| Admin fee / account holder | $1,050 | $6,332-83.4% | $5,194-79.8% | $10,885-90.4% |