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 | $9,959 | $176,377-94.4% | $134,143-92.6% | $158,922-93.7% |
| Participation rate | 44.4% | 78.7%-34.3pp | 72.2%-27.7pp | 82.0%-37.5pp |
| Annual return | 9.09% | 63.63%-54.5pp | 36.33%-27.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $221 | $4,091-94.6% | $3,499-93.7% | $5,982-96.3% |
| Admin fee / account holder | $8,153 | $8,718-6.5% | $6,684+22.0% | $11,246-27.5% |