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 | $9,302 | $57,281-83.8% | $86,612-89.3% | $75,163-87.6% |
| Participation rate | 47.8% | 63.2%-15.4pp | 71.7%-23.9pp | 67.2%-19.4pp |
| Annual return | 18.39% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,294 | $2,314-44.1% | $3,022-57.2% | $2,670-51.5% |
| Participant deferral / active EE | $980 | $3,318-70.5% | $4,438-77.9% | $4,125-76.2% |
| Admin fee / account holder | $1,202 | $4,112-70.8% | $5,614-78.6% | $5,651-78.7% |