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 | $9,511 | $127,264-92.5% | $109,895-91.3% | $167,490-94.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.81% | 22.97%-8.2pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,405 | $3,322-57.7% | $2,842-50.6% | $4,837-71.0% |
| Participant deferral / active EE | $1,839 | $4,514-59.3% | $4,048-54.6% | $6,341-71.0% |
| Admin fee / account holder | $5,620 | $7,114-21.0% | $6,066-7.4% | $12,309-54.3% |