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 | $8,302 | $85,202-90.3% | $172,739-95.2% | $72,985-88.6% |
| Participation rate | 22.7% | 70.1%-47.3pp | 82.6%-59.9pp | 69.5%-46.8pp |
| Annual return | 58.43% | 27.32%+31.1pp | 802.84%-744.4pp | 81.00%-22.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $933 | $3,260-71.4% | $5,198-82.0% | $3,607-74.1% |
| Admin fee / account holder | $695 | $5,884-88.2% | $13,954-95.0% | $5,124-86.4% |