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 | $13,564 | $99,652-86.4% | $78,778-82.8% | $147,584-90.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 47.96% | 47.28%+0.7pp | 35.62%+12.3pp | 578.55%-530.6pp |
| Employer contribution / active EE | $903 | $2,796-67.7% | $1,986-54.5% | $4,876-81.5% |
| Participant deferral / active EE | $1,960 | $3,664-46.5% | $2,958-33.8% | $5,439-64.0% |
| Admin fee / account holder | $500 | $7,155-93.0% | $5,134-90.3% | $10,885-95.4% |