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 | $13,613 | $85,202-84.0% | $172,739-92.1% | $72,985-81.3% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.6%-40.3pp | 69.5%-27.2pp |
| Annual return | 27.53% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.5pp |
| Employer contribution / active EE | $732 | $3,324-78.0% | $5,143-85.8% | $2,440-70.0% |
| Participant deferral / active EE | $1,413 | $3,260-56.7% | $5,198-72.8% | $3,607-60.8% |
| Admin fee / account holder | $879 | $5,884-85.1% | $13,954-93.7% | $5,124-82.9% |