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 | $10,650 | $81,632-87.0% | $70,449-84.9% | $158,922-93.3% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 6.89% | 208.40%-201.5pp | 109.03%-102.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $891 | $3,217-72.3% | $2,737-67.5% | $4,761-81.3% |
| Participant deferral / active EE | $1,876 | $4,554-58.8% | $3,709-49.4% | $5,982-68.6% |
| Admin fee / account holder | $18,580 | $6,193+200.0% | $3,845+383.2% | $11,246+65.2% |