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 | $12,988 | $100,901-87.1% | $75,670-82.8% | $147,584-91.2% |
| Participation rate | 27.8% | 77.1%-49.4pp | 72.3%-44.6pp | 82.8%-55.1pp |
| Annual return | 11.64% | 35.78%-24.1pp | 27.34%-15.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $736 | $4,027-81.7% | $3,142-76.6% | $5,439-86.5% |
| Admin fee / account holder | $9,572 | $11,285-15.2% | $5,800+65.1% | $10,885-12.1% |