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 | $4,839 | $48,570-90.0% | $130,648-96.3% | $72,985-93.4% |
| Participation rate | 67.1% | 58.6%+8.5pp | 71.7%-4.7pp | 69.5%-2.4pp |
| Annual return | 22.03% | 38.63%-16.6pp | 1708.96%-1686.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $528 | $1,334-60.4% | $4,092-87.1% | $2,440-78.4% |
| Participant deferral / active EE | $1,108 | $2,384-53.5% | $3,603-69.3% | $3,607-69.3% |
| Admin fee / account holder | $713 | $3,549-79.9% | $5,464-87.0% | $5,124-86.1% |