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 | $10,516 | $165,912-93.7% | $122,332-91.4% | $147,584-92.9% |
| Participation rate | 30.4% | 79.6%-49.1pp | 71.6%-41.2pp | 82.8%-52.4pp |
| Annual return | 17.72% | 34.55%-16.8pp | 30.27%-12.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $345 | $5,754-94.0% | $4,050-91.5% | $4,876-92.9% |
| Participant deferral / active EE | $778 | $4,005-80.6% | $3,287-76.3% | $5,439-85.7% |
| Admin fee / account holder | $300 | $7,424-96.0% | $5,478-94.5% | $10,885-97.2% |