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 | $12,582 | $149,734-91.6% | $118,925-89.4% | $158,922-92.1% |
| Participation rate | 47.4% | 82.1%-34.7pp | 75.4%-28.0pp | 82.0%-34.6pp |
| Annual return | 13.08% | 19.95%-6.9pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,482 | $5,223-52.5% | $4,265-41.8% | $5,982-58.5% |
| Admin fee / account holder | $22,934 | $8,603+166.6% | $6,581+248.5% | $11,246+103.9% |