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 | $4,744 | $99,652-95.2% | $78,778-94.0% | $147,584-96.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 17.50% | 47.28%-29.8pp | 35.62%-18.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $501 | $2,796-82.1% | $1,986-74.8% | $4,876-89.7% |
| Participant deferral / active EE | $1,420 | $3,664-61.2% | $2,958-52.0% | $5,439-73.9% |
| Admin fee / account holder | $1,685 | $7,155-76.5% | $5,134-67.2% | $10,885-84.5% |