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 | $10,447 | $84,233-87.6% | $170,442-93.9% | $70,131-85.1% |
| Participation rate | 47.5% | 70.8%-23.3pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 121.05% | 23.06%+98.0pp | 205.93%-84.9pp | 73.14%+47.9pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $976 | $3,086-68.4% | $4,939-80.2% | $3,332-70.7% |
| Admin fee / account holder | $2,566 | $5,698-55.0% | $13,880-81.5% | $4,645-44.8% |