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 | $13,681 | $76,552-82.1% | $123,892-89.0% | $62,891-78.2% |
| Participation rate | 39.0% | 73.0%-34.0pp | 81.4%-42.4pp | 69.3%-30.3pp |
| Annual return | 1862.65% | 18.68%+1844.0pp | 47.52%+1815.1pp | 20.14%+1842.5pp |
| Employer contribution / active EE | $863 | $2,883-70.1% | $4,617-81.3% | $2,281-62.2% |
| Participant deferral / active EE | $2,095 | $4,840-56.7% | $5,984-65.0% | $3,203-34.6% |
| Admin fee / account holder | $476 | $4,826-90.1% | $8,357-94.3% | $4,296-88.9% |