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 | $18,698 | $63,346-70.5% | $92,233-79.7% | $70,131-73.3% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 21.44% | 530.12%-508.7pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $899 | $2,471-63.6% | $3,679-75.6% | $2,342-61.6% |
| Participant deferral / active EE | $3,497 | $2,854+22.5% | $3,897-10.3% | $3,332+4.9% |
| Admin fee / account holder | $334 | $3,840-91.3% | $5,194-93.6% | $4,645-92.8% |