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 | $5,077 | $103,949-95.1% | $69,182-92.7% | $273,961-98.1% |
| Participation rate | 46.2% | 67.4%-21.2pp | 55.1%-9.0pp | 83.0%-36.9pp |
| Annual return | 48.09% | 35.28%+12.8pp | -21.93%+70.0pp | 41.45%+6.6pp |
| Employer contribution / active EE | $430 | $1,783-75.9% | $1,206-64.4% | $4,869-91.2% |
| Participant deferral / active EE | $1,111 | $2,716-59.1% | $1,897-41.4% | $5,287-79.0% |
| Admin fee / account holder | $1,103 | $3,671-70.0% | $2,697-59.1% | $10,132-89.1% |