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 | $11,278 | $76,000-85.2% | $154,107-92.7% | $64,186-82.4% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | 98.29% | 30.32%+68.0pp | 735.12%-636.8pp | 7.63%+90.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,371 | $3,175-56.8% | $5,081-73.0% | $3,470-60.5% |
| Admin fee / account holder | $2,622 | $5,596-53.1% | $13,411-80.4% | $4,888-46.4% |